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Article Excerpt
MONEY MANAGEMENT FIRMS
Ranked by total assets managed companywide for fiscal 2003 * Rank Company Telephone (last Address Fax year) Web site Toll-free number 1 Brandes Investment Partners, LLC (858) 755-0239 (1) 11986 El Camino Real, #500 (858) 755-0916 San Diego 92130 (800) 237-7119 www.brandes.com 2 Rice Hall James & Associates, LLC (619) 239-9005 (5) 600 W. Broadway, #1000, San Diego 92101 (619) 239-6034 www.ricehalljames.com 3 Relational Investors LLC (858)-704-3333 (NR) 11975 El Camino Real, #300 (858) 704-3344 San Diego 92130 www.rillc.com 4 Caywood-Scholl Capital Management (858) 452-3811 (2) 4350 Executive Drive, #125 (858) 535-9068 San Diego 92121 (800) 786-9736 www.caywood-scholl.com 5 Chandler Asset Management, Inc. (858) 546-3737 (NR) 9255 Towne Centre Drive, #350 (858) 546-3741 San Diego 92121 (800) 317-4747 www.chandlerasset.com 6 LM Capital Group, LLC (619) 814-1401 (3) 401 B St., #920, San Diego 92101 (619) 814-1404 www.lmcapital.com 7 Northern Trust (858) 824-1200 (4) 4370 La Jolla Village Drive, #1000 (858) 457-2876 San Diego 92122 (800) 545-1513 www.northerntrust.com 8 Dowling & Yahnke, Inc. (858) 509-9500 (NR) 11988 El Camino Real, #320 (858) 509-9520 San Diego 92130 www.dyinc.com 9 Strategic Property Advisers, Inc. (619) 669-6688 (NR) 3250 Vista Diego Road Jamul 91935 (619) 669-4844 10 Dunham & Associates Investment Counsel, Inc. (619) 308-9700 (6) 123 Camino de la Reira S., #100 (619) 308-9707 San Diego 92108 (800) 442-4358 www.dunham.com 11 Globe Flex Capital, L.P. (858) 658-9060 (NR) 4365 Executive Drive, #720 (858) 658-9061 San Diego 92121 www.globeflex.com 12 Messner & Smith Investment Management Ltd. (619) 239-9049 (7) 530 B St., #300, San Diego 92101 (619) 239-0838 www.messnerandsmith.com 13 Blankinship & Foster (858) 755-5166 (8) 2775 Via Be La Valle, #201, Del Mar 92014 (858) 755-5358 www.bfadvisers.com 14 Hokanson Capital Management, Inc. (858) 755-8899 (NR) 201 Lomas Santa Fe Drive, #360 (858) 755-4449 Solana Beach 92075 www.hokansoncapital.com 15 Viewpoint Investment Partners (858) 704-1310 (NR) 11995 El Camino Real, #305 San Diego 92130 www.viewpointinvestment.com 16 Clelland & Company, Inc. (858) 587-8700 (12) 4225 Executive Square, #1050 (858) 587-8787 La Jolla 92037 www.clelland.com 17 Nation Smith Hermes Diamond Wealth Strategies, (858) 795-2100 (11) Inc. (1) (858) 795-2101 10616 Scripps Summit Court San Diego 92131 www.nshdwealthstrategies.com 18 Wheeler/Frost Associates, Inc (619) 491-0225 (9) 2665 Fourth Ave-San Diego 92103 (619) 491-0229 www.wheelerfrost.com 19 Weatherly Asset Management L.P. (858) 259-4507 (10) 832 Camino Del Mar, #2, Del Mar 92014 (858) 259-0782 www.weatherlyassetmgt.com (800) 967-9354 20 GLT Wealth Advisors Inc. (760) 753-1157 (13) 144 W. D St. Encinitas 92024 (760) 753-5832 www.glt-wai.com 21 Crown Capital Securities, L.P. (858) 549-9842 (NR) 9747 Business Park Ave., #221 (866) 374-5019 San Diego 92131 (866) 374-5025 www.crowncapitalsecurities.com 22 La Jolla Asset Management, Inc. (858) 453-9915 (14) 4350 Executive Drive, #115 (858) 453-9985 San Diego 92121 (888) 999-5526 www.ljam.com 23 NeuWorld Financial (858) 538-8356 (15) 13439 Black Hills Read San Diego 92129 www.neuworldfinancial.com 24 Freeman Associates Investment Management LLC (858) 759-2949 (NR) 16236 San Dieguito Road, #2-20 (858) 759-2944 Rancho Santa Fe 92067 (800) 838-6361 www.faimllc.com Total San Diego County assets managed * FY 2003 * FY 2002 Company $ Millions Address * % change Web site (loss) Brandes Investment Partners, LLC $75,789 11986 El Camino Real, #500 $51,808 San Diego 92130 46 www.brandes.com Rice Hall James & Associates, LLC $2,350 600 W. Broadway, #1000, San Diego 92101 $1,659 www.ricehalljames.com 42 Relational Investors LLC $2,243 11975 El Camino Real, #300 $1,774 San Diego 92130 26 www.rillc.com Caywood-Scholl Capital Management $1,951.85 4350 Executive Drive, #125 $1,505.31 San Diego 92121 30 www.caywood-scholl.com Chandler Asset Management, Inc. $1,935.68 9255 Towne Centre Drive, #350 $1,624.62 San Diego 92121 19 www.chandlerasset.com LM Capital Group, LLC $1,926 401 B St., #920, San Diego 92101 $1,232 www.lmcapital.com 56 Northern Trust $943 4370 La Jolla Village Drive, #1000 $814 San Diego 92122 16 www.northerntrust.com Dowling & Yahnke, Inc. $665.31 11988 El Camino Real, #320 $468.05 San Diego 92130 42 www.dyinc.com Strategic Property Advisers, Inc. $496 3250 Vista Diego Road Jamul 91935 $337 47 Dunham & Associates Investment Counsel, Inc. $460.98 123 Camino de la Reira S., #100 $294.53 San Diego 92108 57 www.dunham.com Globe Flex Capital, L.P. $418 4365 Executive Drive, #720 $240 San Diego 92121 74 www.globeflex.com Messner & Smith Investment Management Ltd. $3,245 530 B St., #300, San Diego 92101 $241.1 www.messnerandsmith.com 35 Blankinship & Foster $237 2775 Via Be La Valle, #201, Del Mar 92014 $191 www.bfadvisers.com 24 Hokanson Capital Management, Inc. $205 201 Lomas Santa Fe Drive, #360 $110 Solana Beach 92075 86 www.hokansoncapital.com Viewpoint Investment Partners $200 11995 El Camino Real, #305 $145 San Diego 92130 38 www.viewpointinvestment.com Clelland & Company,...
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