Dunham & Associates Investment Counsel Inc


Assets, Funds, Holdings

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Dunham & Associates Investment Counsel Inc
CRD #13162
SEC #801-25803
CIK #779252, 709306, 799646
AUM $1.7 BB (93% Disc, 100% US)
Employees31 (23% Investors, 90% Brokers)
Address10251 Vista Sorrento Pky
San Diego, CA 92121
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
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
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TA Realty LLC
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Wipfli Hewins Investment Advisors LLC
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Heritage Wealth Advisors LLC
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Legg Mason Trust FSB
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First American Capital Managment Inc
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Fiduciary Investment Advisors LLC
CT 1.6
AIM Private Asset Management Inc
TX 1.6
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