Dunham & Associates Holdings:
A Fee-Based Financial Advisor, TAMP, & Trust Company

Recently Released!!!
Date Published: December 17, 2015
Summary Power Point Deck: 19 Slides
Reference Power Point Deck: 260 Slides


Dunham & Associates Holdings was founded as Dunham & Associates Investment Counsel by Jeffrey Dunham in 1985 and is based in San Diego, CA. The firm has 51 employees, 3,134 clients, 1,504 accounts, $1.3 billion assets under management & administration, & $1.1 billion assets under management. Dunham & Associates Holdings is led by its CEO Jeffrey Dunham & Chief Operating Officer Tammy Wendoll. Dunham & Associates Holdings' web sites can be found at www.dunham.com & www.dunhamtrust.com.

Dunham & Associates Holdings' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Retail Phase
  • Build Out Phase
  • Institutional Ramp Up Phase
Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, net new accounts, assets under administration, net new assets under administration, assets under management, net flows, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:

  • Dunham & Associates Investment Counsel
    • Fee-Based Financial Advisor Business
    • Asset Allocation Advisory Program
    • Limited Partnerships
    • Dunham Funds (Mutual Funds)
  • Dunham Trust Company
And its profile concludes with the highlights of its organizational structure & ownership.
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