| Name | Title | Ownership | Since |
|---|---|---|---|
| Dunham & Associates Holdings, Inc. Control | Shareholder | Over 75% | 2000 |
| Helmut Boisch Control | Chief Operations Officer | Under 5% | 2022 |
| Jeffrey Alan Dunham Control | President | Under 5% | 1985 |
Dunham & Associates Investment Counsel, Inc. reports $4.7 billion in regulatory assets under management on its Form ADV.
Dunham & Associates Investment Counsel, Inc. reports 39 employees.
Dunham & Associates Investment Counsel, Inc. is based in San Diego, CA and has been SEC-registered since 1985.
Dunham & Associates Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6256 Greenwich Drive, Suite 550, San Diego, CA 92122 |
| Phone | 858-964-0500 |
| Fax | 858-964-0505 |
| Office hours | Mon-Fri 6:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 799646 |
| Discloses disciplinary history | No |
| Discretionary | $3.84B |
| Non-discretionary | $898.4M |
| Total (RAUM) | $4.74B |