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VerifiedInvestment Management· Founded 1985

Dunham

Founded in 1985, Dunham began with an uncommon idea — that client fees should, in some way, be tied to the performance of their investments. Now, over four decades later, Dunham and its affiliate - Dunham Trust - continue to serve advisors and investors nationwide; overseeing billions of AUM/AUA Our core values remain the same: fairness, accountability, and alignment with the people we serve. We deliver investment solutions, trust services, and institutional-level resources that empower financial advisors and individual investors to pursue long-term goals with confidence. What We Offer: · Institutional Money Managers – Institutional-level strategies available through our suite of 15 Dunham Funds · DunhamDC – A disciplined, tactical overlay that seeks to turn market volatility into opportunity by removing emotion from investment decisions. · Trust Services – Estate, tax, and wealth transfer solutions through Dunham Trust. · Dunham Retirement Income Program (DRIP) – Investment and income strategies designed for life after work. · Dunham Easy Access Loans (DEAL) – Securities-based lending with flexible credit options. · Performance-Based Fee Structures – Aligning our success with yours through results-driven accountability.*Available to qualified clients only. · Advisor Resources – Tools and programs that help financial advisors grow their practices and serve clients more effectively. Disclosure: Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc, a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC Trust services offered through Dunham Trust, an affiliated Nevada Trust Company. Dunham reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Dunham will not accept purchase or sale orders via LinkedIn or its messaging systems. Statements and messages for US residents only and subject to the following terms;

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HeadquartersSan Diego, United StatesEmployees94(51 to 200)Annual revenue$10M to <$50MFounded year1985Websitedunham.comLinkedIn profileLinkedIn

Verified contacts

57

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LinkedIn employees

94

51 to 200 range

Open roles

1

across 1 depts

Distinct roles

43

indexed titles

Tech stack

4

tools in use

Monthly traffic

1.0K

organic / mo

Hiring · 1 open positions across 1 departments

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Top roles at Dunham

43 distinct titles indexed · top 10 shown.

  • 5regional director
  • 3business development associate
  • 3operations associate
  • 2client service associate
  • 2client services associate
  • 2investment analyst
  • 2private client group manager
  • 1()
  • 1-,
  • 1addi
  • +33more titles

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