Dunham

Overview

Dunham is a Broker Dealer and registered investment adviser based in San Diego, CA, registered since 1982. It reports $5.6B in assets under management across 13,155 accounts, with 43 employees. Its 38 registered representatives work across 2 branch offices in 2 states.

Reported AUM

$5.6B

Discretionary

84%

Accounts

13,155

Average account

$428K

Employees

43

Registered reps

38

Branch offices

2

Registered since

1982

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Investment Advisory Services
• Mutual Fund/Retailer
• Mutual Funds
• Mutual Fund/Underwriter
• Non-Enchange Member Transactions

Executive officers 3 of 6

• Jeffrey Alan Dunham Chief Executive Officer CRD 1149167
• Ryan John Dykmans President, Chief Investment Officer CRD 4847419
• Helmut Boisch Chief Operating Officer CRD 5371920

3 more executive officers, with direct contact details

Registered reps 3 of 38

• Hannah Rose Alves Investment Adviser Rep CRD 8146174
• Ashley Bernales Registered Rep CRD 7832380
• William Bo Registered Rep · Investment Adviser Rep CRD 6380091

35 more registered reps, with emails, phones and branch locations

Location

Headquarters

6256 Greenwich Dr Ste 550
San Diego, CA 92122

County

San Diego

Metro area

San Diego-Chula Vista-Carlsbad, CA

Region

West

Branch offices

2 in 2 states, including Reno, NV

Registrations

• SEC registered, corporation formed in California
• Registered in 52 jurisdictions
• Website: dunham.com

Every state, with registration dates

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