Dunham & Associates Investment Counsel, Inc. · San Diego, CA United States
Company Description
Phone: 858-964-0500
Fax: 858-964-0505
Toll Free: 800-442-4358
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This link will open in a new window Dunham & Associates Investment Counsel administers about a dozen mutual funds that range in styles from a low-risk government and corporate bond fund to an emerging markets stock fund. Unlike most funds that charge investors flat fees, the company charges fees based upon the funds' performance (called fulcrum fees). Dunham & Associates also manages retirement plans; its Dunham Trust Company affiliate offers asset administration and other trust services. Clients include wealthy individuals and institutional investors. President and CEO Jeffrey Dunham founded Dunham & Associates in 1985. To read the full description, subscribe now.
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Key Dunham & Associates Investment Counsel, Inc. Financials
| Company Type | Private Headquarters |
| Fiscal Year-End | December |
| Annual Sales (mil.) | $5.9 |
| Employees | 60 |
Dunham & Associates Investment Counsel, Inc. Executives
6 executives listed for Dunham & Associates Investment Counsel, Inc.'s San Diego, CA location.
| Title | Name & Bio | Contact |
| President and CEO | Jeffrey Dunham | Network |
| Director, Operations | Hilarey Findeisen | Network |
| CFO | Denise Iverson | Network |
Competition
Competitive Landscape for Dunham & Associates Investment Counsel, Inc.
Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing expertise in a wider range of investment options, and they may be able to charge lower fees. Small companies can compete successfully by providing better service and advice. To read the full description, subscribe now.Top Dunham & Associates Investment Counsel, Inc. Competitors
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