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Building 2GAMBLE JONES INVESTMENT COUNSEL

Map pinPASADENA, CA
Phone626-795-7583
NotebookSEC #801-36855
Total AUM
$1.6B
Employees
17
Clients
1,197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
301 E. COLORADO BOULEVARD
SUITE 830
PASADENA
CA 91101
United States
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Phone
626-795-7583
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,197
Discretionary
$1.1B
Accounts
1,126
Non-Discretionary
$491.6M
Accounts
71

ContactClients

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HNW Individual Clients
1,174
AUM
$1.6B
Charitable Organization Clients
8
AUM
$20.9M
Other Clients
15
AUM
$21.6M
Description of Other Clients
NON-PROFITS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Court Violation Finding
State Registrations
AZCACOFLGAIDLAMAMNNCNJNVNYOHORSCTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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