Assets Under Management
$4.7B
Number of Clients
12,032
Number of Advisors
26
Average Client AUM
$394K
AUM per Advisor
$182.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dunham & Associates Investment Counsel, Inc. (DAIC) offers wealth management services through two wrap programs: the Standard Asset Allocation Program and the Custom Asset Allocation Program. The programs primarily use Dunham Funds, DAIC's proprietary family of sub-advised mutual funds. DAIC determines asset allocations and monitors third-party sub-advisers for each fund. Clients choose from core allocations or combinations of funds based on their investment objectives.
6256 Greenwich Drive, Suite 550, San Diego, CA, 92122