Dunham & Associates Holdings:
A Fee-Based Financial Advisor, TAMP, & Trust Company
Recently Released!!!
Date Published: April 28, 2020
Summary PowerPoint Deck: 22 Slides
Reference PowerPoint Deck: 261 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, $3.4 billion assets under 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.
This research addresses the key historical phases of Dunham & Associates Holdings, including:
Its profile includes detailed outlines of its core businesses, including:
And its profile concludes with the highlights of its organizational structure & ownership.
Date Published: April 28, 2020
Summary PowerPoint Deck: 22 Slides
Reference PowerPoint Deck: 261 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, $3.4 billion assets under 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.
This research addresses the key historical phases of Dunham & Associates Holdings, including:
- Retail Phase
- Build Out Phase
- Institutional Ramp Up Phase
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)
And its profile concludes with the highlights of its organizational structure & ownership.
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
