RIA Intel›Advisers›California›DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

Advisory

N·SAN DIEGO, CA

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM
$5.6B
1-Year AUM Growth
+25.9%
3-Year CAGR
+15.8%
Employees
9
Assets Under Management
Total AUM$5.6B
Discretionary AUM$4.7B
Non-Discretionary AUM$888M
Discretionary %84.2%
Total Clients12,032
Team
Total Employees9
Investment Advisers43
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record104
First FilingJan 31, 2001
Latest FilingJul 15, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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