Dunham & Associates Investment Counsel, Inc. · San Diego, CA United States
| 10251 Vista Sorrento Pkwy., Ste. 200 | Phone: 858-964-0500 |
| San Diego, CA | Fax: 858-964-0505 |
| 92121 | Toll Free: 800-442-4358 |
| United States | 
Map This Company |
Dunham & Associates Investment Counsel, Inc. Rankings
More Companies in These Related Industries: Investment ManagementCompany Description
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.
Dunham & Associates Investment Counsel, Inc. Reports
No subscription, no problem.
Download presentation-ready reports. From company profiles to the competitive landscape, Hoover's offers immediate access to individual reports.
Financials
| Company Type | PrivateHeadquarters |
|---|---|
| Fiscal Year-End | December |
| Employees | 40 |
Executives
13 executives listed for Dunham & Associates Investment Counsel, Inc.'s San Diego, CA location.
| President and CEO | Jeffrey Dunham | |
|---|---|---|
| COO | Tamara Wendoll | |
| CFO | Denise Iverson |
More Dunham & Associates Investment Counsel, Inc. Executives