DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
Doing business as DUNHAM. SEC Form ADV profile.
Total regulatory AUM
$5,627,638,262
Discretionary
$4,739,354,000
Non-discretionary
$888,284,262
Firm details
- CRD number
- 13162
- SEC file number
- 801-25803
- Main office
- SAN DIEGO, CA, United States
- Employees
- 43
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.