Dunham & Associates Investment Counsel, Inc.

Dunham & Associates Investment Counsel, Inc. (CRD# 13162) is a financial advisory firm headquartered in San Diego, CA. They manage $2,901,635,752 in 9,143 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,902
    MILLION
  • Total Number of Accounts
    9,143
    ACCOUNTS
  • Average Account Value
    $317,361
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, NV, TX

Financial Advisors at Dunham & Associates Investment Counsel, Inc.
Showing 1 - 10 of 20 top financial advisors.
1
Salvatore M. Capizzi
CRD#: 1037757
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Salvatore Capizzi (CRD# 1037757) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 28 years of experience in the finance industry.

2
Jeffrey A. Dunham
CRD#: 1149167
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Jeffrey Dunham (CRD# 1149167) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 39 years of experience in the finance industry.

3
Ryan J. Dykmans
CRD#: 4847419
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Ryan Dykmans (CRD# 4847419) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.

4
Amy S. Gallego
CRD#: 2849870
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Amy Gallego (CRD# 2849870) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 27 years of experience in the finance industry.

5
Jason G. Greer
CRD#: 5724318
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Jason Greer (CRD# 5724318) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.

6
Benjamin J. Lucas
CRD#: 6247092
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Benjamin Lucas (CRD# 6247092) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

7
Rebecca P. Martin
CRD#: 6134261
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Rebecca Martin (CRD# 6134261) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.

8
Peter B. Nesbitt
CRD#: 5404077
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Peter Nesbitt (CRD# 5404077) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 16 years of experience in the finance industry.

9
Viktoria I. Palermo
CRD#: 4769903
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Viktoria Palermo (CRD# 4769903) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 19 years of experience in the finance industry.

10
Robert L. Pancrazi
CRD#: 3277252
6256 Greenwich Drive, Suite 550, San Diego, CA 92122

Robert Pancrazi (CRD# 3277252) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 22 years of experience in the finance industry.

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