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
ZI Rank: 5
Signal Type
Dec
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ZI Rank
2
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5
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
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Activity Insights
Dunham & Associates is experiencing very low activity levels compared to other companies in the Finance sector.
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Dunham & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dunham & Associates.
Dunham & Associates Tech Stack
A closer look at the technologies used by Dunham & Associates
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Hiring Plans
Dunham & Associates has more open roles in Operations than it has had at any time in the past 12 months. Technologies mentioned include: JazzHR. Areas of expertise include: Cashier Balancing.
Hiring Plans
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Executive Move
Executive Moves, Promotion
Promotion
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Executive Moves, Promotion
Award
Award, Financial Planning, Product Management, Finance, Financial Strategy
Award
Award, Financial Planning, Product Management, Finance, Financial Strategy
Dunham & Associates News & Media
Dunham Named 2025 WealthManagement.com Industry Award Finalist for Thought-Provoking Retirement Research
Whitepaper, "Is Our Industry Prepared for Retirees' Longer Lifespans?", Authored by Salvatore M. Capizzi and Published by Dunham & Associates in February 2025, Warns of a Potentially Fatal Flaw in Traditional Retirement Planning SAN DIEGO, June 24, 2025 /PRNewswire/ -- Dunham & Associates...As Markets Decline, Dunham Buys Stocks From Fear-Driven Investors
When Others Sold on Tariff Fears, Dunham Bought Dunham & Associates' Unemotional, Algorithmic Investment Approach—DunhamDC—Buys Fear and Sells Greed SAN DIEGO, April 7, 2025 /PRNewswire/ -- Dunham & Associates Investment Counsel, Inc. ("Dunham" or "Dunham & Associates") announces that it...Whitepaper: Traditional Retirement Planning Approaches May be Outdated & Ineffective
Dunham & Associates Publishes Study Showing the Mathematical Flaw in Conservative Retirement Planning Industry Needs to Reconceptualize Retirement Planning to Address the One-Two Punch Delivered by Longer Lifespans & Inflation on Retirees' Savings SAN DIEGO, Feb. 19, 2025 /PRNewswire/ --...Dunham Surpassed $5 Billion in Combined AUM and AUA
On February 13, 2024, this key milestone was achieved and is a clear testament to Dunham's position as one of the industry's foremost growing wealth management and trust providers. SAN DIEGO, Feb. 22, 2024 /PRNewswire/ -- On February 13, 2024, Dunham & Associates Investment Counsel, Inc....
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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
