Dunham & Associates
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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: 7
Signal Type
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ZI Rank
2
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7
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
Promotion
Executive Move
Executive Moves, Promotion
Promotion
Executive Move
Executive Moves, Promotion
Award
Award, Financial Planning, Product Management, Finance, Financial Strategy
Award
Award, Financial Planning, Product Management, Finance, Financial Strategy
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Frequently Asked Questions Regarding Dunham & Associates
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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
