Dunham & Associates Investment Counsel, Inc.
Dunham & Associates Investment Counsel, Inc. (CRD# 13162) is a financial advisory firm headquartered in San Diego, CA. They manage $3,763,899,427 in 10,985 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management3,764MILLION
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Total Number of Accounts10,985ACCOUNTS
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Average Account Value$342,640
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
AZ, CA, CO, CT, FL, NJ, NV, NY, TX, VA
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.
Jeffrey Dunham (CRD# 1149167) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 40 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
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.
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.