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. Benjamin Lucas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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. Rebecca Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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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