Unclaimed Profile

Helmut Boisch

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.·SAN DIEGO, California

SIE, Series 7, Series 24Clean recordDUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

6256 GREENWICH DRIVE, SAN DIEGO, CA 92122CRD# 5371920Firm CRD# 13162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Helmut Boisch · SAN DIEGO, CA

Registration

CRD #5371920 · DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

CRD 13162 · SEC 801-25803

AUM

$3.8B

Regulatory assets under management

Employees

10,985 client accounts

Services offered by DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. →

Introduction

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Frequently Asked Questions

What services does Helmut Boisch offer?

Helmut Boisch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Helmut Boisch's credentials?

Helmut Boisch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Helmut Boisch located?

Helmut Boisch is based in SAN DIEGO, California, working with DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Helmut Boisch charge for services?

Helmut Boisch's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.?

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. has approximately 34 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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