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DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
Tel: 858-964-0500
6256 Greenwich Drive Suite 550
San Diego, California 92122
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. is a San Diego, California based financial advisory firm with nearly $3,763,899,427 in assets under management and provides investment advisory services for 10985 clients. There are currently 34 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (ASSET-ALLOCATION SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
13162
SEC#:
801-25803
No. of Clients:
10985
Assets under Management
$3,763,899,427
No. of Advisors:
34
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