A registered investment advisory firm based in San Diego, California. It manages about $5.63 billion for roughly 12,774 individual clients. Services include financial planning, investment management for individuals and small businesses, managing mutual funds.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees; A share of investment gains
Typical client size ?$401,425
Assets under management ?$5.63 billion
Individual clients12,774
Median years of experience6
Founded05/2
Services
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
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Also known as
Laguna Financial Services, Inc. · Dunham and Associates Investment Counsel, Inc. · Dunham & Greer, Inc. Investment Counsel · Dunham & Greer Investment Counsel · Dunham & Associates Investment Counsel, Inc.
About Dunham
How do I contact Dunham?
Call the main office at 858-964-0500. The main office is at 6256 Greenwich Drive Suite 550, San Diego, CA 92122.
How is Dunham paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Dunham offer?
Financial planning, Investment management for individuals and small businesses, Managing mutual funds, Managing private funds, Investment management for businesses and institutions, Choosing other investment managers, Other services.
How many advisors work at Dunham?
We list 30 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.