Dunham & Associates Investment Counsel Inc
Legal Name: DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
Full Contact Details
Dunham & Associates Investment Counsel Inc
10251 VISTA SORRENTO PKY, SUITE 200, SAN DIEGO, CA
858-964-0500
858-964-0505
Other Info
Dunham & Associates Investment Counsel Inc is legally known as DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.. It is a CA Corporation. This firm has 31 employees, of which 7 are employees in advisory roles. It serves 6400 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 29, 1985.
Dunham - Home Page
LOGIN LOGIN A World-Class Trust & Investment Firm I'M A FINANCIAL ADVISOR I'M AN INVESTOR DISCLAIMERS ANTI-MONEY LAUNDERING PRIVACY POLICY BUSINESS CONTINUITY CONNECT TO DUNHAM CLASSIC CONNECT TO STANDARD/DIRECT ACCOUNTS WHAT WE DO Dunham Funds Dunham Services Dunham Trust Services The Dunham Differ…
Dunham - Home Page
LOGIN LOGIN A World-Class Trust & Investment Firm I'M A FINANCIAL ADVISOR I'M AN INVESTOR DISCLAIMERS ANTI-MONEY LAUNDERING PRIVACY POLICY BUSINESS CONTINUITY CONNECT TO DUNHAM CLASSIC CONNECT TO STANDARD/DIRECT ACCOUNTS WHAT WE DO Dunham Funds Dunham Services Dunham Trust Services The Dunham Differ…
Dunham & Associates - Landing Page
HomeAdvisors Request InformationRequest AppointmentAdvisor Events Investors Request InformationInvestor EducationFinancial CalculatorsInvestor Events Investments & Services Dunham FundsDunham Trust ServicesDunham Qualified Plans Firm Overview CEO WelcomeFirm OverviewManagementJeffrey Dunham StoryNew…
Direct Owners
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DENISE MS. IVERSON
CFO owns less than 5%
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DUNHAM & ASSOCIATES HOLDINGS, INC.
SHAREHOLDER owns 75% or more
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HILAREY MAY FINDEISEN
OPERATIONS DIRECTOR owns less than 5%
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JEFFREY ALAN DUNHAM
PRESIDENT owns less than 5%
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JOSEPH II KELLY
CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%
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SALVATORE MICHAEL CAPIZZI
CHIEF SALES AND MARKETING OFFICER owns less than 5%
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TAMARA BETH WENDOLL
CHIEF OPERATING OFFICER owns less than 5%
Indirect Owners
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JEFFREY ALAN DUNHAM
SHAREHOLDER owns 75% or more