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:
  • 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)

    And its profile concludes with the highlights of its organizational structure & ownership.



Subscribe to this Tiburon Research

Client Access

Tiburon CEO Summit Sponsors, Tiburon Members, and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.