CRD: 13162

Dunham

SAN Diego, CA, 92122

(858) 964-0500

www.dunham.com

$5.6B Total AUM

$4.7B Disc. AUM

19.2% 3Y CAGR

43 Employees

26,355 ADV. Clients

41 yrs Firm Age

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Firm Details

Custodian: Fifth Third Bank · Gemini Trust · US Bank
Clients: Retail and Institutional
Platforms: Available
Established Date: 07-25-1985
Office Locations: 2

Office Locations

50 N. Sierra #201 Reno NV

6256 Greenwich Drive Suite 550 SAN Diego CA

About Dunham

Dunham is a SAN Diego-based RIA with 2 offices. The firm has been operating for 41 years. Managing $5.6B in total assets under management, with 9 advisory representatives. They custody assets with Fifth Third Bank and Gemini Trust.

Team overview

42 AVG AGE

$625.3M AVG AUM / ADVISOR

$213.5K AVG AUM / CLIENT

6.7 yrs AVG TENURE

43 Employees

9 Advisory Reps

30 RIA Reps

41yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

CRM

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

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Services

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Technology

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Owner & Executives

HELMUT BOISCH

Chief Operating Officer, Chief Operations Officer

CRD: #5371920
Ownership: Less than 5%

Available

SALVATORE MICHAEL CAPIZZI

CRD: #1037757
Ownership: Less than 5%

Available

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Contacts

Hannah Rose Alves

CRD: #8146174

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Ashley Bernales

CRD: #7832380

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

12-21-2022

10-23-2023

11-15-2024

11-13-2025

06-29-2026

Category	Assets	AVG. Account size
Discretionary	$4,739,354,000	$440,092
Non-Discretionary	$888,284,262	$372,290
Total	$5,627,638,262	$427,795

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Separately Managed Accounts

Total SMA Asset: Available

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Public Funds:

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Equity - Exchange:

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Cash:

Available

Asset class	Assets	Assets %
Public Funds	Available	Available
Equity - Exchange	Available	Available
Cash	Available	Available
Total	Available	Available

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Dunham

Firm Details

Office Locations

About Dunham

Team overview

Insights

Asset Classes

Client Personas

CRM

Custodian

Fund Managers

Investment Themes

Investment Vehicles

Platform

Services

Technology

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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