Gifford Fong Associates
Firm details
- Headquarters
- Lafayette, California
- CRD number
- 142917
- Registered since
- February 22, 2007
- Website
- www.gfong.net
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gifford Fong Associates is a corporation operating as an institutional registered investment adviser, first registered with the SEC in 2007. The firm is owner-managed and focuses on portfolio management for businesses and institutional clients. Its advisory work is billed as a percentage of assets under management and the firm does not position itself as an ESG-driven manager. The adviser is not multi-state registered, does not serve as a pension consultant, and does not identify as a capital allocator — it relies on third-party managers for alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Steven Fong
CEOCRD 2489399
Contacts
3 of 3
Timothy Fong
ShareholderCRD 2489401
Harry Fong
PresidentCRD 210806
Vivian Fong
ShareholderCRD 1480331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$255M in ETFs
100%
$255M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC) | Calvert | Passive | Large Blend | $255M | 2,697,658 | 100.00% |
Location
Lafayette, CA
Contra Costa
Location
Lafayette, CA
Headquartered in Lafayette, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 3658 Mt Diablo Blvd
- Time zone
- PT (UTC-8)
- Office locations
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