RIA Intel›Advisers›California›GAMBLE JONES INVESTMENT COUNSEL

GAMBLE JONES INVESTMENT COUNSEL

Advisory

N·PASADENA, CA

Data as of Feb 28, 2023 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

-19.5%

3-Year CAGR

+0.8%

Employees

13

Assets Under Management

Total AUM$1.6B

Discretionary AUM$1.1B

Non-Discretionary AUM$492M

Discretionary %69.3%

Total Clients—

Team

Total Employees13

Investment Advisers17

Employee Growth (1Y)—

Filing History

Total Filings on Record96

First FilingFeb 27, 2001

Latest FilingFeb 28, 2023

🔒 Full AUM trend chart and 96 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GAMBLE JONES INVESTMENT COUNSEL

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.