Gamble Jones Investment Counsel is a large advisory firm based in Pasadena. It manages $1.28 billion of regulatory assets for 1,176 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Colorado, and 16 other states.
Gamble Jones Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gamble Jones Investment Counsel is $1.28 billion. The firm's AUM has grown by 13% since the beginning of its operation, and $1.2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Gamble Jones Investment Counsel for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Thomas Wingate Bent is high net worth individuals with 1,125 clients and $1.19 billion of assets under management. Among the 7 most similar advisory firms, Gamble Jones Investment Counsel has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.27 billion for 1,167 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Gamble Jones Investment Counsel doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. 13 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Wingate Bent has been acting as President since 1 Jan 2011. Alison Jones Gamble joined the executive team most recently as the President.
The principal office where Gamble Jones Investment Counsel performs its advisory services is located at 301 E. Colorado Boulevard, Pasadena, CA 91101, which is also the mailing address of the firm. An additional office of the firm is in Beaverton, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 626-795-7583 or by fax 626-795-7689. The normal business hours are 7:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at gamblejones.com.