|
Article Excerpt
MONEY MANAGEMENT FIRMS
Ranked by total assets managed companywide for fiscal 2005 Rank Company Telephone (last Address Fax year) Web site Toll-free number 1 Northern Trust Bank of California (858) 824-1200 (1) 4370 La Jolla Village Drive, #1000, (858) 457-2876 San Diego 92122 (800) 545-1513 www.northerntrust.com 2 Hokanson Capital Management Inc. (858) 755-8899 (2) 201 Lomas Santa Fe Drive, #360, (858) 755-4449 Solana Beach 92075 (800) 436-2377 www.hokansoncapital.com 3 Brandes Investment Partners LP (858) 755-0239 (3) 11988 El Camino Real, #500, (858) 755-0916 San Diego 92130 (800) 237-7119 www.brandes.com 4 Relational Investors LLC (858) 704-3333 (5) 12400 High Bluff Drive, #600, (858) 704-3344 San Diego 92130 www.rillc.com 5 Chandler Asset Management (858) 546-3737 (6) 9255 Towne Centre Drive, #350, (858) 546-3741 San Diego 92121 (800) 317-4747 www.chandlerasset.com 6 GlobeFlex Capital (858) 658-9060 (NR) 4365 Executive Drive, #720, (858) 658-9061 San Diego 92121 www.globeflex.com 7 Rice Hall James & Associates LLC (619) 239-9005 (7) 600 W. Broadway, #1000, (619) 239-6034 San Diego 92101 www.ricehalljames.com 8 LM Capital Group LLC (619) 814-1401 (9) 401 B St., #920, San Diego 92101 (619) 814-1404 www.lmcapital.com 9 Caywood-Scholl Capital (858) 452-3811 (8) Management LLC (858) 535-9068 4350 Executive Drive, #125, (800) 786-9736 San Diego 92121 www.caywood-scholl.com 10 Dowling & Yahnke Inc. (858) 509-9500 (10) 12340 El Camino Real, #300, (858) 509-9520 San Diego 92130 www.dyinc.com 11 Dunham & Associates Investment (858) 964-0500 (11) Counsel Inc. (858) 964-0505 10251 Vista Sorrento Parkway, #200, (800) 442-4358 San Diego 92121 www.dunham.com 12 Blankinship & Foster (858) 755-5166 (14) 420 Stevens Ave., #201, Solana (858) 755-5358 Beach 92075 www.bfadvisers.com 13 Messner & Smith Investment (619) 239-9049 (13) Management Ltd. na 530 B St., #300, San Diego 92101 www.messnersmith.com 14 Clelland & Co. Inc. (858) 587-8700 (15) 4225 Executive Square, #1050, (858) 587-8787 La Jolla 92037 (800) 430-6912 www.clelland.com 15 Weatherly Asset Management (858) 259-4507 (17) 832 Camino del Mar, #2, Del (858) 259-0782 Mar 92014 (800) 967-9354 www.weatherlyassetmgt.com 16 CBIZ Financial Solutions Inc. (858) 795-2100 (16) 10616 Scripps Summit Court, (858) 795-2101 San Diego 92131 (888) 651-5032 www.cbiz.com 17 Wheeler/Frost Associates Inc. (619) 491-0225 (18) 2665 Fourth Ave., San Diego 92131 (619) 491-0229 www.wheelerfrost.com (866) 801-1553 18 La Jolla Asset Management Inc. (858) 453-9915 (20) 4350 Executive Drive, #115, (858) 453-9985 San Diego 92121 (888) 999-5526 www.ljam.com Total assets managed * FY 2005 Rank Company * FY 2004 (last Address $ Millions year) Web site * % change (loss) 1 Northern Trust Bank of California $653,000.0 (1) 4370 La Jolla Village Drive, #1000, $618,000.0 San Diego 92122 5.7 www.northerntrust.com 2 Hokanson Capital Management Inc. $314,000.0 (2) 201 Lomas Santa...
|
|
More articles from San Diego Business Journal
New stretch of road to increase Carlsbad business park access.(Brief a..., August 21, 2006
Leap Wireless International Inc.(Brief article), August 21, 2006
BofI Holding earnings rise 14 percent: BofI Holding Inc.(Brief article..., August 21, 2006
First PacTrust sees earnings stay flat: First PacTrust Bancorp Inc.(Br..., August 21, 2006
San Diego Private Bank opens in UTC to serve high net-worth customers...., August 21, 2006
Looking for additional articles?
Search our database of over 3 million articles.
Looking for more in-depth information on this industry?
Search our complete database of Industry & Market reports by text, subject, publication
name or publication date.
About Goliath
Whether you're looking for sales prospects, competitive information, company
analysis or best practices in managing your organization,
Goliath can help you meet your business needs.
Our extensive business information databases empower business
professionals with both the breadth and depth of credible,
authoritative information they need to support their business
goals. Whether it be strategic planning, sales prospecting,
company research or defining management best practices -
Goliath is your leading source for accurate information.
|
|
