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Article Excerpt
MONEY MANAGEMENT FIRMS
Ranked by total assets managed companywide for fiscal 2004 ** Total assets managed * FY 2004 Telephone * FY 2003 Rank Company Fax $ Millions (last Address Toll-free * % change year) Web site number (loss) 1 Northern Trust Bank of (858) 824-1200 $572,000 (7) California (858) 457-2876 $478,000 4370 La Jolla Village (800) 824-1513 19 Drive, #1000, San Diego 92122 www.northerntrust.com 2 Hokanson Capital (858) 755-8899 $230,261 (14) Management Inc. (858) 755-4449 $175,892 201 Lomas Santa Fe Drive, (800) 436-2377 40 #360, Solana Beach 92075 www.hokansoncapital.com 3 Brandes Investment (858) 755-0239 $98,078 (1) Partners L.P. (858) 755-0916 $75,789 11988 El Camino Real, (800) 237-7119 29 #500, San Diego 92130 www.brandes.com 4 Waddell & Reed Inc. (619) 295-9930 $38,700 (NR) 2667 Camino del Rio S., (619) 295-9947 $36,500 Plaza 1A, San Diego 92108 (888) 317-8961 6 www.waddell.com 5 Relational Investors LLC (858) 704-3333 $3,619.96 (3) 12400 High Bluff Drive, (858) 704-3344 $2,041.57 #600, San Diego 92130 77 www.rillc.com 6 Chandler Asset Management (858) 546-3737 $2,400 (5) 9255 Towne Centre Drive, (858) 546-3741 $1,900 #350, San Diego 92121 (800) 317-4747 26 www.chandlerasset.com 7 Rice Hall James & (619) 239-9005 $2,381.97 (2) Associates, LLC (619) 239-6034 $2,350.14 600 W. Broadway, #1000, 1 San Diego 92101 www.ricehalljames.com 8 Caywood-Scholl Capital (858) 452-3811 $1,890 (4) Management LLC (858) 535-9068 $1,952 4350 Executive Drive, (800) 786-9736 (3) #125, San Diego 92121 www.caywood-scholl.com 9 LM Capital Group, LLC (619) 814-1401 $1,742.9 (6) 401 B St., #920, San (619) 814-1404 $1,330.6 Diego 92101 40 www.lmcapital.com 10 Dowling & Yahnke Inc. (858) 509-9500 $865.29 (8) 12340 El Camino Real, (858) 509-9520 $663.31 #300, San Diego 92130 30 www.dyinc.com 11 Dunham & Associates (619) 308-9700 $537.57 (10) Investment Counsel, Inc. (619) 308-9797 $460.98 10251 Vista Sorrento (800) 442-4358 16 Parkway, #200, San Diego 92121 www.dunham.com 12 Crown Capitol Securities, (858) 549-9632 $500 (21) LP (858) 374-5019 $430 9747 Businesspark Ave., (866) 374=5015 16 #221, San Diego 92131 www.wealthgurus.com 13 Messner & Smith Investment (619) 239-9049 $309.8 (12) Management Ltd. (619) 239-0838 $340.3 530 B St., #300, San Diego (9) 92101 www.messnerandsmith.com 14 Blankinship & Foster (858) 755-5166 $268.9 (13) 2775 Via de...
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