Viktoria Palermo Email

Chief Compliance Officer . Dunham and Associates Investment Counsel

Current Roles

Employees:
97
Revenue:
$22M
About
It's an approach we've taken for more than 20 years and today, Dunham & Associates is among only a handful of firms to offer a family of asset class-based public mutual funds that operate 100 percent on performance based sub-adviser compensation. Dunham & Associates works with financial advisors to create and deliver highly disciplined wealth management solutions combined with access to some of the industry's top tier institutional money managers, whose expertise is typically not available to the public through other retail mutual fund platforms. We strive for achievement beyond the commonplace and welcome you to discover our difference. Dunham Trust Company is an independent, privately held trust company founded in August, 1999. It is licensed and regulated by the State of Nevada, Department of Business and Industry, Financial Institutions Division.
Dunham and Associates Investment Counsel Address
10251 Vista Sorrento Parkway
San Diego, CA
United States
Dunham and Associates Investment Counsel Email
Dunham and Associates Investment Counsel Phone Numbers
858-964-0500

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