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).

Current Firm Details
6256 Greenwich Drive, Suite 550, San Diego, CA 92122
https://www.linkedin.com/company/dunham-
By the Numbers
  • Total Assets Under Management
    3,764
    MILLION
  • Total Number of Accounts
    10,985
    ACCOUNTS
  • Average Account Value
    $342,640
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, NJ, NV, NY, TX, VA

Financial Advisors at Dunham & Associates Investment Counsel, Inc.
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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