Dunham & Associates Investment Counsel, Inc.

Dunham & Associates Investment Counsel, Inc. (CRD# 13162) is a financial advisory firm headquartered in San Diego, CA. They manage $1,796,507,494 in 6,996 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,797
    MILLION
  • Total Number of Accounts
    6,996
    ACCOUNTS
  • Average Account Value
    $256,791
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, NV

Financial Advisors at Dunham & Associates Investment Counsel, Inc.
Showing 1 - 10 of 21 top financial advisors.
1
Alexa P. Cammarano
CRD#: 6809471
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Alexa Cammarano (CRD# 6809471) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.

2
Salvatore M. Capizzi
CRD#: 1037757
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Salvatore Capizzi (CRD# 1037757) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 25 years of experience in the finance industry.

3
Eugene Choi
CRD#: 5705499
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Eugene Choi (CRD# 5705499) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 8 years of experience in the finance industry. Eugene Choi 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.

4
Jeffrey A. Dunham
CRD#: 1149167
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Jeffrey Dunham (CRD# 1149167) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 36 years of experience in the finance industry.

5
Ryan J. Dykmans
CRD#: 4847419
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Ryan Dykmans (CRD# 4847419) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 15 years of experience in the finance industry.

6
Amy S. Gallego
CRD#: 2849870
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Amy Gallego (CRD# 2849870) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 23 years of experience in the finance industry.

7
Royce S. Gittings
CRD#: 2976897
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Royce Gittings (CRD# 2976897) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 14 years of experience in the finance industry.

8
Jason G. Greer
CRD#: 5724318
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Jason Greer (CRD# 5724318) 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.

9
Benjamin J. Lucas
CRD#: 6247092
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Benjamin Lucas (CRD# 6247092) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

10
Brandon R. Mather
CRD#: 6018226
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121

Brandon Mather (CRD# 6018226) 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.

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