|
Article Excerpt
MONEY MANAGEMENT FIRMS
Ranked by total assets managed companywide for fiscal 2005 Rank Company Telephone Total assets (last Address Fax managed year) Web site Toll-free * FY 2005 number * FY 2004 $ Millions * % change (loss) 1 Northern Trust Bank (858) 824-1200 $653,000 (1) of California (858) 457-2876 $618,000 4370 La Jolla Village (800) 545-1513 5.7 Drive, #1000, San Diego 92122 www.northerntrust.com 2 Hokanson Capital (858) 755-8899 $314,000 (2) Management Inc. (858) 755-4449 $212,000 201 Lomas Santa Fe (800) 436-2377 48.1 Drive, #360, Solana Beach 92075 www.hokansoncapital.com 3 Brandes Investment (858) 755-0239 $101,874 (3) Partners LP (858) 755-0916 $98,078 11988 El Camino Real, (800) 237-7119 3.9 #500, San Diego 92130 www.brandes.com 4 Relational Investors (858) 704-3333 $6,200 (5) LLC (858) 704-3344 $3,620 12400 High Bluff Drive, 71.3 #600, San Diego 92130 www.rillc.com 5 Chandler Asset (858) 546-3737 $2,800 (6) Management (858) 546-3741 $2,400 9255 Towne Centre (800) 317-4747 16.7 Drive, #350, San Diego 92121 www.chandlerasset.com 6 GlobeFlex Capital (858) 658-9060 $2,627 (NR) 4365 Executive Drive, (858) 658-9061 $846 #720, San Diego 92121 210.5 www.globeflex.com 7 Rice Hall James & (619) 239-9005 $2,297 (7) Associates LLC (619) 239-6034 $2,382 600 W. Broadway, (3.6) #1000, San Diego 92101 www.ricehalljames.com 8 LM Capital Group LLC (619) 814-1401 $2,159 (9) 401 B St., (619) 814-1404 $1.742 #920, San Diego 92101 (23.9) www.lmcapital.com 9 Caywood-Scholl Capital (858) 452-3811 $1,439.8 (8) Management LLC (858) 535-9068 $1,890 4350 Executive Drive, (800) 786-9736 (23.8) #125, San Diego 92121 www.caywood-scholl.com 10 Dowling & Yahnke Inc. (858) 509-9500 $983 (10) 12340 El Camino Real, (858) 509-9520 $865 #300, San Diego 92130 13.6 www.dyinc.com 11 Durham & Associates (858) 964-0500 $530.2 (11) Investment Counsel Inc. (858) 964-0505 $537.7 10251 Vista Sorrento (800) 442-4358 (1.4) Parkway, #200, San Diego 92121 www.dunham.com 12 Blankinship & Foster (858) 755-5166 $303 (14) 420 Stevens Ave., (858) 755-5358 $268.9 #201, Solana Beach 12.7 92075 www.bfadvisers.com 13 Messner &...
|
|
More articles from San Diego Business Journal
Investment brokerage firms: ranked by number of local registered broke..., December 25, 2006
Credit unions: ranked by total assets as of Dec. 31, 2005.(Statistical..., December 25, 2006
Local banks: ranked by total local deposits as of June 30, 2006.(Stati..., December 25, 2006
Nonlocal banks: ranked by total local deposits as of June 30, 2006.(St..., December 25, 2006
Life/health insurance agencies, brokerages: ranked by number of local ..., December 25, 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.
|
|
