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DUNHAM
SAN DIEGO, CA
858-964-0500
SEC #801-25803Total AUM
$5.6B
Employees
43Clients
13,160Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6256 GREENWICH DRIVE
SUITE 550
SAN DIEGO
CA 92122
United States
SUITE 550
SAN DIEGO
CA 92122
United States
Operating Hours
MON-FRI 6:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
858-964-0500
Other Offices
1
Financials
Total AUM
$5.6B
Accounts
13,155Discretionary
$4.7B
Accounts
10,769Non-Discretionary
$888.3M
Accounts
2,386
Clients
Individual Clients
10,820AUM
$2B
HNW Individual Clients
1,954AUM
$3.2B
Banking Clients
1AUM
$0
Investment Company Clients
15AUM
$335.7M
Pension/Profit Sharing Plan Clients
45AUM
$25.9M
Charitable Organization Clients
149AUM
$38.5M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
172AUM
$99.7M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ASSET-ALLOCATION SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLNJNVNYORTXUTVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.