Dunham logo — Dunham & Associates provides investment solutions, trust ser...

Dunham

Dunham & Associates provides investment solutions, trust services, and resources for financial advisors and investors.

Founded 1985 United States San Diego, United States 94 employees Financial Services

General Information

Company Name Dunham
Founded Year 1985
Location United States San Diego, United States +4
Founders / Decision Makers
Team member
Employees 94
Industries Financial Services
Social

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About Dunham

Dunham & Associates, a Financial Services firm, was founded in 1985 with the unique concept of linking client fees to investment performance. The company, along with its affiliate Dunham Trust Company, has grown into a multi-billion dollar enterprise while remaining committed to the core values of fairness and accountability.

Dunham & Associates Investment Counsel Inc. offers a range of services, from investment solutions to trust services, catering to both financial advisors and investors. The company strongly emphasizes its commitment to fairness and accountability, principles that have underpinned its operations for over three decades.

It is important to note that all electronic communications are subject to monitoring by Dunham & Associates Investment Counsel Inc. The company does not accept purchase or sale orders via LinkedIn or its messaging systems. Additionally, third-party posts on its profile do not represent the views of the company and have not been reviewed for accuracy or completeness by the company.

Dunham & Associates Investment Counsel, Inc. differentiates itself as a Registered Investment Adviser and Broker/Dealer. The firm is also a member of FINRA/SIPC.

Overall, Dunham & Associates Investment Counsel, Inc. presents itself as a reputable player in the financial services industry, committed to upholding the values it was founded upon, while offering a range of comprehensive services to its clients.

Taxonomy: Investment Solutions, Trust Services, Financial Advisors, Performance-Based Fees, Multi-Billion Dollar Firm, Accountability, Registered Investment Adviser, Broker/Dealer, Wealth Management, Investment Counsel, Trust Company, Mutual Funds, Asset Allocation, Financial Regulation Compliance

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Dunham Alternatives & Competitors

Dunham vs
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Dunham vs
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Dunham vs

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FAQ About Dunham

Dunham & Associates provides investment solutions, trust services, and resources for financial advisors and investors.
Dunham was founded in 1985.
Dunham is headquartered in San Diego, United States.
Dunham operates in the following industries: Financial Services.
Dunham has approximately 94 employees.
Top alternatives and competitors to Dunham include Enterprise Trust, McNair & Company, Edelman Wealth Management Group, Inc., The America Group, LLC., TCV Trust & Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Dunham and Enterprise Trust are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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