Dunham & Associates Investment Counsel, Inc.

Dunham & Associates Investment Counsel, Inc. (CRD# 13162) is a financial advisory firm headquartered in San Diego, CA. They manage $1,383,214,805 in 4,773 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,383
    MILLION
  • Total Number of Accounts
    4,773
    ACCOUNTS
  • Average Account Value
    $289,800
Compensation Options
  • A percentage of assets under your management
  • 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 pooled investment vehicles (other than investment 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 20 top financial advisors.
1
Eugene Choi
CRD#: 5705499
Nashville, TN
96
Wealthminder
score

Eugene Choi (CRD# 5705499) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in Nashville, TN and has over 6 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.

2
Salvatore M. Capizzi
CRD#: 1037757
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121
93
Wealthminder
score

Salvatore Capizzi (CRD# 1037757) 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.

3
Ryan J. Dykmans
CRD#: 4847419
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121
93
Wealthminder
score

Ryan Dykmans (CRD# 4847419) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 13 years of experience in the finance industry.

4
Amy S. Gallego
CRD#: 2849870
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121
93
Wealthminder
score

Amy Gallego (CRD# 2849870) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 21 years of experience in the finance industry.

5
Royce S. Gittings
CRD#: 2976897
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121
93
Wealthminder
score

Royce Gittings (CRD# 2976897) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 11 years of experience in the finance industry.

6
Jason G. Greer
CRD#: 5724318
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121
93
Wealthminder
score

Jason Greer (CRD# 5724318) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 6 years of experience in the finance industry.

7
Peter B. Nesbitt
CRD#: 5404077
127 E Chestnut Street, West Chester, PA 19380
93
Wealthminder
score

Peter Nesbitt (CRD# 5404077) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in West Chester, PA and has over 10 years of experience in the finance industry.

8
Robert L. Pancrazi
CRD#: 3277252
New Milford, CT
93
Wealthminder
score

Robert Pancrazi (CRD# 3277252) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in New Milford, CT and has over 16 years of experience in the finance industry.

9
Erik J. Schlindwein
CRD#: 4336326
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121
93
Wealthminder
score

Erik Schlindwein (CRD# 4336326) 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.

10
Peter A. Susic
CRD#: 4169008
10251 Vista Sorrento Parkway, Suite 200, San Diego, CA 92121
93
Wealthminder
score

Peter Susic (CRD# 4169008) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.

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