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 $3,763,899,427 assets under management, offering retirement planning & investment advisory services to 10985 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	13162
SEC#	801-25803
Assets Managed by Firm	$3,763,899,427
No. of Clients	10985
No. of Advisors	34

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ASSET-ALLOCATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	10985	$3,763,899,427
Individuals (other than high net worth individuals)	8925	$1,261,807,800
High net worth individuals	1803	$2,134,978,431
Pension and profit sharing plans	41	$14,222,919
Charitable organizations	70	$18,821,711
Corporations or other businesses	129	$69,234,972

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