Overview
Assets Under Management: $1.3 billion
Headquarters: PASADENA, CA
High-Net-Worth Clients: 1,134
Average Client Assets: $1.1 million
Frequently Asked Questions
GAMBLE JONES INVESTMENT COUNSEL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107158), GAMBLE JONES INVESTMENT COUNSEL is subject to fiduciary duty under federal law.
GAMBLE JONES INVESTMENT COUNSEL is headquartered in PASADENA, CA.
GAMBLE JONES INVESTMENT COUNSEL serves 1,134 high-net-worth clients according to their SEC filing dated September 04, 2018. View client details ↓
According to their SEC Form ADV, GAMBLE JONES INVESTMENT COUNSEL offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GAMBLE JONES INVESTMENT COUNSEL manages $1.3 billion in client assets according to their SEC filing dated September 04, 2018.
According to their SEC Form ADV, GAMBLE JONES INVESTMENT COUNSEL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.56%
Average Client Assets: $1.1 million
Total Client Accounts: 1,185
Discretionary Accounts: 1,080
Non-Discretionary Accounts: 105
Regulatory Filings
CRD Number: 107158
Filing ID: 1238855
Last Filing Date: 2018-09-04 12:21:00