DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

SAN DIEGO, California·8 registered advisors·CRD# 13162
SEC# 801-258031858-964-0500
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

8 registered advisors
Denise Sue Ms. Iverson
SAN DIEGO, California
Helmut Boisch
SAN DIEGO, California
Hilarey May Findeisen
SAN DIEGO, California
Jing Zou
SAN DIEGO, California
Ryan John Dykmans
SAN DIEGO, California
CFA
Salvatore Michael Capizzi
SAN DIEGO, California
Tamara Beth Wendoll
SAN DIEGO, California
Viktoria Irena Palermo
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
8 advisors

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Data sourced from SEC Form ADV filings. DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (CRD# 13162) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.