DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

6256 Greenwich Drive
Suite 550
San Diego, California 92122
Tel: 858-964-0500

About DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC, formally registered with the SEC as DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. The firm was established in 11/29/1985. They have over 2 offices throughout the country.

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. is a San Diego, California based Financial Planning firm with nearly $2,901,635,752 assets under management, offering retirement planning & investment advisory services to 9143 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	13162
SEC#	801-25803
Assets Managed by Firm	$2,901,635,752
No. of Clients	9143
No. of Advisors	33

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	9143	$2,901,635,752
Individuals (other than high net worth individuals)	7293	$1,007,778,049
High net worth individuals	1662	$1,501,499,270
Pension and profit sharing plans	44	$11,370,687
Charitable organizations	44	$25,398,722
Corporations or other businesses	85	$64,659,759

Inquire with DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

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