Top 10 Investment Management Companies in San Diego

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Below is the list of Top 10 Investment Management Companies in San Diego ranked based on company size, client reviews, services, and awards.

Investment Management Companies in San Diego

1. Rice Hall James & Associates, Llc

Industry: Investment Management

Location: San Diego, California

Website: ricehalljames.com

Company Founded: 1974

Company Size: 11-50

Company Address: 600 West Broadway, San Diego, California, United States

Rice Hall James & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Mai Hartman Equity Analyst
Elizabeth Jones Investment Associate
Andrew Rothstein Portfolio Manager
Requires/Intent
Institutional Asset Management
Smart Contracts For Investment
and more

2. Brandes Investment Partners

Industry: Investment Management

Location: San Diego, California

Website: brandes.com

Company Founded: 1974

Company Size: 201-500

Company Address: 11988 El Camino Real, San Diego, California, United States

Brandes Investment Partners Contact Details

Name Title LinkedIn Phone Email
Mitchell Cooper Research Associate
Stephen Comerford Associate Portfolio Manager, Analyst - Fixed Income Group
Jiea Kim Qa Analyst
Amy Minning Senior Analyst
Parker Jones Regional Manager At Brandes Investment Partners
Craig Wainscott Independent Chairman
Requires/Intent
Financial Management
Robo-Advisors & AI Trading
Customer Relationship Management
and more

3. Dunham & Associates

Industry: Investment Management

Location: San Diego, California

Website: dunham.com

Company Founded: 1985

Company Size: 51-200

Company Address: 10251 Vista Sorrento Parkway, San Diego, California, United States

Dunham & Associates Contact Details

Name Title LinkedIn Phone Email
Eugene Choi Regional Director
Christopher Moore Broker And Underwriter And Compliance Officer
Loren Matheson Mechanical Plumbing Engineering
Joe Witmer Cad Technician
Tony Hammock Regional Director
Ishaq Barrow Transport Logistic
Requires/Intent
Market Research
Accounting
Portfolio Management Solutions
Advertising
and more

4. Private Asset Management

Industry: Investment Management

Location: San Diego, California

Website: pamgmt.com

Company Founded: 1993

Company Size: 11-50

Company Address: 5348 Carroll Canyon Road, San Diego, California, United States

Private Asset Management Contact Details

Name Title LinkedIn Phone Email
Brayden Reiter Commodity Trader
Maria Baylon Operations Specialist
Nancy Siebert Personal Banker
Tatiana Pierre Manager
Dominique Orlando Finance
Keya Thompson Administrative
Eric Techau Regional Executive
Requires/Intent and 9 more Employees
Institutional Asset Management
IPO Advisory
Private Wealth Management
Branding
and more

5. Globeflex Capital

Industry: Investment Management

Location: San Diego, California

Website: globeflex.com

Company Founded: 1994

Company Size: 11-50

Company Address: 4365 Executive Drive, San Diego, California, United States

Globeflex Capital Contact Details

Name Title LinkedIn Phone Email
Venkat Chalasani Director Of Globeflex Research India
Requires/Intent
Global Market Trend Analysis
Risk Management & Compliance
AI Chatbots
ESG Investing & Impact Analysis
Private Wealth Management
and more

6. Buy Gold And Silver Safely

Industry: Investment Management

Location: San Diego, California

Website: buygoldandsilversafely.com

Company Size: 1-10

Company Address: 5945 Pacific Center Boulevard, San Diego, California, United States

Buy Gold And Silver Safely Contact Details

Name Title LinkedIn Phone Email
Carol Steward Self Employed
Tracie Parker Self Employed
Tamika Spratt Global Head
Greg Henric Chief Executive Officer
Requires/Intent
Portfolio Management Solutions
Digital Marketing
Institutional Asset Management
Cloud Hosting
and more

San Diego Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Mai Hartman Rice Hall James & Associates, Llc Equity Analyst
2 Elizabeth Jones Rice Hall James & Associates, Llc Investment Associate
3 Andrew Rothstein Rice Hall James & Associates, Llc Portfolio Manager
4 Mitchell Cooper Brandes Investment Partners Research Associate
5 Stephen Comerford Brandes Investment Partners Associate Portfolio Manager, Analyst - Fixed Income Group
6 Jiea Kim Brandes Investment Partners Qa Analyst
7 Amy Minning Brandes Investment Partners Senior Analyst
8 Parker Jones Brandes Investment Partners Regional Manager At Brandes Investment Partners
9 Craig Wainscott Brandes Investment Partners Independent Chairman
10 Eugene Choi Dunham & Associates Regional Director
11 Christopher Moore Dunham & Associates Broker And Underwriter And Compliance Officer
12 Loren Matheson Dunham & Associates Mechanical Plumbing Engineering
13 Joe Witmer Dunham & Associates Cad Technician
14 Tony Hammock Dunham & Associates Regional Director
15 Ishaq Barrow Dunham & Associates Transport Logistic
16 Brayden Reiter Private Asset Management Commodity Trader
17 Maria Baylon Private Asset Management Operations Specialist
18 Nancy Siebert Private Asset Management Personal Banker
19 Tatiana Pierre Private Asset Management Manager
20 Dominique Orlando Private Asset Management Finance
21 Keya Thompson Private Asset Management Administrative
22 Eric Techau Private Asset Management Regional Executive
23 Venkat Chalasani Globeflex Capital Director Of Globeflex Research India
24 Carol Steward Buy Gold And Silver Safely Self Employed
25 Tracie Parker Buy Gold And Silver Safely Self Employed
26 Tamika Spratt Buy Gold And Silver Safely Global Head
27 Greg Henric Buy Gold And Silver Safely Chief Executive Officer

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