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Article Excerpt
MONEY MANAGEMENT FIRMS
Ranked by total assets managed companywide for fiscal 2007 Total assets managed: $ Millions * 2007 Rank Company Telephone * 2006 (last Address Fax * % change year) Web site Toll-free number (loss) 1 Northern Trust NA (858) 824-1200 $757,200.0 (1) 4370 La Jolla Village (858) 457-2876 $697,200.0 Drive, #1000, 9 San Diego 92122 www.northerntrust.com 2 Brandies Investment (858) 755-0239 $111,682.0 (2) Partners LP (858) 755-0916 $117,069.0 11988 El Camino Real, (800) 237-7119 (5) #500, San Diego 92130 www.brandes.com 3 GlobeFlex Capital (858) 658-9060 $7,408.0 (4) 4365 Executive Drive, (858) 658-9061 $5,772.0 #720, San Diego 92121 28 www.globeflex.com 4 Gurtin Fixed Income (858) 436-2200 $5,300.0 (NR) Management (858) 436-2201 $0.0 440 Stevens Ave., #260, (866) 606-2221 na Solana Beach 92075 www.gurtin.com 5 LM Capital Group LLC (619) 814-1401 $2,450.8 (7) 401 B St., #920, (619) 814-1404 $2,220.8 San Diego 92101 10 www.lmcapital.com 6 Rice Hall James & (619) 239-4855 $1,784.0 (6) Associates (619) 239-6034 $2,214.9 600 W. Broadway, #1000, (19) San Diego 92101 www.ricehalljames.com 7 Dowling & Yahnke LLC (858) 509-9500 $1,331.7 (9) 12340 El Camino Real, (858) 509-9520 $1,162.5 #300, San Diego 92130 15 www.dyinc.com 8 Caywood-Scholl Capital (858) 452-3811 $1,296.0 (8) Management (858) 535-9068 $1,839.7 4350 Executive Drive, (800) 786-9736 (30) #125, San Diego 92121 www.caywood-scholl.com 9 Dunham & Associates (858) 964-0500 $644.5 (10) Investment Counsel Inc. (858) 964-0505 $510.9 10251 Vista Sorrento (800) 442-4358 26 Parkway, #200, San Diego 92121 www.dunham.com 10 HoyleCohen Wealth (858) 576-7300 $440.0 (NR) Management (858) 576-4848 $400.0 9350 Waxie Way, #500, (858) 576-7300 10 San Diego 92123 www.hoylecohen.com 11 Hokanson Associates (858) 755-8899 $320.3 (12) 201 Lomas Santa Fe Drive, (858) 755-4449 $302.6 #360, Solana Beach 92075 (800) 436-2377 6 www.hokansonassociates.com 12 Cornerstone Wealth (858) 676-1000 $245.6 (17) Management LLC (858) 676-1130 $158.9 17140 Bernardo Center 55 Drive, #206, San Diego 92128 www.cornerstonewm.com 13 Weatherly Asset Management (858) 259-4507 $221.6 (16) 832 Camino del Mar, #4, (858) 259-0782 $177.3 Del Mar 92014 25 www.weatherlyassetmgt.com 14 Messner & Smith (619) 239-9049 $209.2 (14) 530 B St., #300, $252.0 San Diego 92101 (17) www.messnersmith.com 15 CBIZ Financial Solutions (858) 795-2100 $208.9 (15) Inc. (858)...
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