DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. - Financial Advisor in California, San Diego

Tel: 858-964-0500 6256 Greenwich Drive Suite 550 San Diego, California 92122

About 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

Firm CRD#:

13162

Firm SEC#:

801-25803

Assets Under Management:

$3,763,899,427

No. of Clients:

10985

No. of Advisors:

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

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