Dunham & Associates Investment Counsel Inc

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Dunham & Associates Investment Counsel Inc
CRD #13162
SEC #801-25803
CIK #779252, 709306, 799646
AUM $1.7 BB (93% Disc, 100% US)
Employees31 (23% Investors, 90% Brokers)
Phone858-964-0500
Address10251 Vista Sorrento Pky
San Diego, CA 92121
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1655132499366233102000200620132020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Dunham Commercial Mortgage Fund LP [2012-01-13] 2.0 0.0
Other D&A Daily Mortgage Fund III LP [2010-08-16] 955.7 7.0
Other D&A Intermediate-Term Mortgage Fund III LP 29.9
Other D&A Semi-Annual Mortgage Fund III LP 100.9
View All
Fund Directors # Filings # Firms 2011 - 2020
Denise Iverson 2 1
Dunham & Associates Investment Counsel 1 1
Jeffrey Dunham 1 1
Asset Managers Inc 1 1
Comparable Firms State AUM ($BB)
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NE 1.7
Virchow Krause Wealth Management LLC
WI 1.7
Moors & Cabot Inc
MA 1.7
TA Realty LLC
MA 1.7
Wipfli Hewins Investment Advisors LLC
CA 1.6
Heritage Wealth Advisors LLC
VA 1.6
Legg Mason Trust FSB
MD 1.6
First American Capital Managment Inc
CA 1.6
Fiduciary Investment Advisors LLC
CT 1.6
AIM Private Asset Management Inc
TX 1.6
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