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Company Profile
| Dunham & Associates, San Diego, California | |
| Updated: 09/2000 | |
DESCRIPTION: Dunham & Associates is a privately owned investment advisory firm specializing in high net-worth clients. We offer 10 Funds and six Strategic Allocations in which our clients may invest. Managing these Funds are 10 hand-picked managers. Clients may also take advantage of Dunham Trust company, which provides a full scope of trust services. Jeffrey Dunham, the company's founder and president, is committed to the belief that the client always comes first. Rather than charge regular service fees of our clients, we charge only a percentage of a client's earnings (performance fees). This ensures that the client incurs no costs unless their account performs above its "high-water mark" and motivates us to see that the account performs at its best. | |
| MISSION: n/a | |
| GENERAL INFO | |
Year Established: 1985 Sector: Financial Services Industry: Investment Advisory Employees: 25 Number of Jobs Listed: 0 (View All Active Jobs of Dunham & Associates) | |
| FINANCIAL INFO | |
Revenue: n/a | |
| Ownership: Private | |
| LOCATION | |
Headquarters: San Diego,US-CA Web Site: http://www.dunham.com
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