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
Daniel Sands (CRD# 2664939) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in Reno, NV and has over 22 years of experience in the finance industry.
Shawn Waltz (CRD# 4675145) 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.
Ryan Dierberg (CRD# 6622201) 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.
Hannah Kelly (CRD# 7204648) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.
Kyle McCarthy (CRD# 7320951) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.
Nehemiah McFarlin (CRD# 7386071) 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.
Liam Morando (CRD# 7475493) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
Ari Parsay (CRD# 7412057) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
Mikhael Turcan (CRD# 7665159) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
Steven Wilson (CRD# 7604418) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has 1 year of experience in the finance industry.