Be advised. This firm is no longer registered.

Dunham & Associates Financial Planning LLC

Dunham & Associates Financial Planning LLC (CRD# 115628) is a financial advisory firm headquartered in , . They manage $8,059,255 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $97,099
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, TX

Financial Advisors at Dunham & Associates Financial Planning LLC
No Advisor Found.
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