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Dunham & Associates
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
10251 Vista Sorrento Pkwy Ste 200, San D...Phone Number
(858) 964-0500Website
www.dunham.comRevenue
$34.2 MillionIndustry
About Dunham & Associates
Dunham is an investment firm dedicated to supporting financial advisors by providing investment solutions, trust services, and insights tailored to enhance client relationships and practice growth. With over 40 years of experience, the firm offers institutional-level resources, performance-based fee options, and innovative marketing support to help advisors navigate market challenges. Additionally, Dunham caters to individual investors with disciplined investment strategies managed by institutional money managers, ensuring confidence in their portfolios. The company's comprehensive trust services focus on asset preservation, retirement income, and estate planning, helping clients protect their wealth and legacy.Explore more
Dunham & Associates Org Chart
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Dunham is an investment firm dedicated to supporting financial advisors by providing investment solutions, trust services, and insights tailored to enhance client relationships and practice growth. With over 40 years of experience, the firm offers institutional-level resources, performance-based fee options, and innovative marketing support to help... Read More
