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GIFFORD FONG ASSOCIATES

LAFAYETTE, CA · CRD 142917 · IAPD ↗ · gfong.com · 925-299-7800

$517.0MRegulatory AUM
5Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — GIFFORD FONG ASSOCIATES crossed $500M in regulatory AUM ($418.6M -> $517.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.