DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
Legal name: DUNHAM
CRD #13162 SEC #801-25803 SAN DIEGO, CA 858-964-0500
SEC Registered Broker-Dealer
Total AUM
$4.7B
Discretionary
$3.8B
Employees
39
Clients
0
Accounts
12,032
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.7B | $3.8B | $898.4M | 39 | 12,000 |
| Oct 2025 | $4.7B | $3.8B | $898.4M | 39 | 12,000 |
| Apr 2025 | $4.7B | $3.8B | $898.4M | 39 | 12,000 |
| Mar 2025 | $4.7B | $3.8B | $898.4M | 39 | 12,000 |
| Jan 2025 | $3.8B | $3.1B | $693.6M | 34 | 11,000 |
| Nov 2024 | $3.8B | $3.1B | $693.6M | 34 | 11,000 |
| Sep 2024 | $3.8B | $3.1B | $693.6M | 34 | 11,000 |
| Jun 2024 | $3.8B | $3.1B | $693.6M | 34 | 11,000 |
| Jun 2024 | $3.8B | $3.1B | $693.6M | 34 | 11,000 |
| Mar 2024 | $3.8B | $3.1B | $693.6M | 34 | 11,000 |
| Jan 2024 | $2.9B | $2.5B | $442.7M | 33 | 9,100 |
| Jan 2024 | $2.9B | $2.5B | $442.7M | 33 | 9,100 |
| Jan 2024 | $2.9B | $2.5B | $442.7M | 33 | 9,100 |
| Oct 2023 | $2.9B | $2.5B | $442.7M | 33 | 9,100 |
| Oct 2023 | $2.9B | $2.5B | $442.7M | 33 | 9,100 |
| May 2023 | $2.9B | $2.5B | $442.7M | 33 | 9,100 |
| Mar 2023 | $2.9B | $2.5B | $442.7M | 33 | 9,100 |
| Jan 2023 | $3B | $2.7B | $313.5M | 29 | 8,800 |
| Dec 2022 | $3B | $2.7B | $313.5M | 29 | 8,800 |
| Nov 2022 | $3B | $2.7B | $313.5M | 29 | 8,800 |
| Sep 2022 | $3B | $2.7B | $313.5M | 29 | 8,800 |
| Sep 2022 | $3B | $2.7B | $313.5M | 29 | 8,800 |
| Apr 2022 | $3B | $2.7B | $313.5M | 29 | 8,800 |
| Mar 2022 | $3B | $2.7B | $313.5M | 29 | 8,800 |
| Dec 2021 | $2.2B | $1.8B | $311.1M | 29 | 7,600 |
| Mar 2021 | $2.2B | $1.8B | $311.1M | 29 | 7,600 |
| Dec 2020 | $1.8B | $1.7B | $74M | 30 | 7,000 |
| Jun 2020 | $1.8B | $1.7B | $74M | 30 | 7,000 |
| May 2020 | $1.8B | $1.7B | $74M | 30 | 7,000 |
| Mar 2020 | $1.8B | $1.7B | $74M | 30 | 7,000 |
| Sep 2019 | $1.7B | $1.5B | $112.5M | 31 | 6,400 |
| Apr 2019 | $1.7B | $1.5B | $112.5M | 31 | 6,400 |
| Mar 2019 | $1.7B | $1.5B | $112.5M | 31 | 6,400 |
| Apr 2018 | $1.6B | $1.5B | $81M | 31 | 5,600 |
| Mar 2018 | $1.6B | $1.5B | $81M | 31 | 5,600 |
| Apr 2017 | $1.4B | $1.3B | $68.5M | 29 | 4,800 |
| Mar 2017 | $1.4B | $1.3B | $68.5M | 29 | 4,800 |
| Sep 2016 | $1.2B | $1.1B | $37.4M | 29 | 4,600 |
| Jul 2016 | $1.2B | $1.1B | $37.4M | 29 | 4,600 |
| Mar 2016 | $1.2B | $1.1B | $37.4M | 29 | 4,600 |
| Jul 2015 | $1.2B | $1.2B | $25.8M | 32 | 3,900 |
| Mar 2015 | $1.2B | $1.2B | $25.8M | 32 | 3,900 |
| Nov 2014 | $1.1B | $1B | $18.3M | 32 | 3,100 |
| Sep 2014 | $1.1B | $1B | $18.3M | 32 | 3,100 |
| Sep 2014 | $1.1B | $1B | $18.3M | 32 | 3,100 |
| Mar 2014 | $1.1B | $1B | $18.3M | 32 | 3,100 |
| Dec 2013 | $959.7M | $943.9M | $15.8M | 38 | 13,300 |
| May 2013 | $959.7M | $943.9M | $15.8M | 38 | 13,300 |
| Apr 2013 | $959.7M | $943.9M | $15.8M | 38 | 13,300 |
| Jan 2013 | $934.6M | $913.6M | $21M | 37 | 13,296 |
| Apr 2012 | $934.6M | $913.6M | $21M | 11 | 13,296 |
| Apr 2012 | $934.6M | $913.6M | $21M | 11 | 13,296 |
| Mar 2012 | $934.6M | $913.6M | $21M | 11 | 13,296 |
| Feb 2012 | $934.6M | $913.6M | $21M | 11 | 13,296 |
| Dec 2011 | $902.2M | $890.5M | $11.7M | 11 | 1,500 |
| May 2011 | $902.2M | $890.5M | $11.7M | -- | -- |
| May 2011 | $902.2M | $890.5M | $11.7M | -- | -- |
| Apr 2011 | $902.2M | $890.5M | $11.7M | -- | -- |
| Jan 2011 | $752.1M | $734.5M | $17.7M | -- | -- |
| Nov 2010 | $752.1M | $734.5M | $17.7M | -- | -- |
| Sep 2010 | $752.1M | $734.5M | $17.7M | -- | -- |
| Sep 2010 | $752.1M | $734.5M | $17.7M | -- | -- |
| Aug 2010 | $752.1M | $734.5M | $17.7M | -- | -- |
| Jul 2010 | $776.6M | $166M | $610.7M | -- | -- |
| Mar 2010 | $776.6M | $166M | $610.7M | -- | -- |
| Jul 2009 | $602.1M | $14.7M | $587.4M | -- | -- |
| Mar 2009 | $602.1M | $14.7M | $587.4M | -- | -- |
| Mar 2008 | $754.6M | $0 | $754.6M | -- | -- |
| Mar 2008 | $669.1M | $0 | $669.1M | -- | -- |
| Nov 2007 | $669.1M | $0 | $669.1M | -- | -- |
| Aug 2007 | $669.1M | $0 | $669.1M | -- | -- |
| Mar 2007 | $644.5M | $644.5M | $0 | -- | -- |
| Mar 2007 | $510.9M | $0 | $510.9M | -- | -- |
| Mar 2006 | $510.9M | $0 | $510.9M | -- | -- |
| Sep 2005 | $506.6M | $40.1M | $466.5M | -- | -- |
| Apr 2004 | $440.1M | $0 | $440.1M | -- | -- |
| Mar 2002 | $247M | $71M | $176M | -- | -- |
DateNov 2025
Total AUM$4.7B
Discretionary$3.8B
Non-Disc.$898.4M
Employees39
Clients12,000
DateOct 2025
Total AUM$4.7B
Discretionary$3.8B
Non-Disc.$898.4M
Employees39
Clients12,000
DateApr 2025
Total AUM$4.7B
Discretionary$3.8B
Non-Disc.$898.4M
Employees39
Clients12,000
DateMar 2025
Total AUM$4.7B
Discretionary$3.8B
Non-Disc.$898.4M
Employees39
Clients12,000
DateJan 2025
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$693.6M
Employees34
Clients11,000
DateNov 2024
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$693.6M
Employees34
Clients11,000
DateSep 2024
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$693.6M
Employees34
Clients11,000
DateJun 2024
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$693.6M
Employees34
Clients11,000
DateJun 2024
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$693.6M
Employees34
Clients11,000
DateMar 2024
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$693.6M
Employees34
Clients11,000
DateJan 2024
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$442.7M
Employees33
Clients9,100
DateJan 2024
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$442.7M
Employees33
Clients9,100
DateJan 2024
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$442.7M
Employees33
Clients9,100
DateOct 2023
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$442.7M
Employees33
Clients9,100
DateOct 2023
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$442.7M
Employees33
Clients9,100
DateMay 2023
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$442.7M
Employees33
Clients9,100
DateMar 2023
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$442.7M
Employees33
Clients9,100
DateJan 2023
Total AUM$3B
Discretionary$2.7B
Non-Disc.$313.5M
Employees29
Clients8,800
DateDec 2022
Total AUM$3B
Discretionary$2.7B
Non-Disc.$313.5M
Employees29
Clients8,800
DateNov 2022
Total AUM$3B
Discretionary$2.7B
Non-Disc.$313.5M
Employees29
Clients8,800
DateSep 2022
Total AUM$3B
Discretionary$2.7B
Non-Disc.$313.5M
Employees29
Clients8,800
DateSep 2022
Total AUM$3B
Discretionary$2.7B
Non-Disc.$313.5M
Employees29
Clients8,800
DateApr 2022
Total AUM$3B
Discretionary$2.7B
Non-Disc.$313.5M
Employees29
Clients8,800
DateMar 2022
Total AUM$3B
Discretionary$2.7B
Non-Disc.$313.5M
Employees29
Clients8,800
DateDec 2021
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$311.1M
Employees29
Clients7,600
DateMar 2021
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$311.1M
Employees29
Clients7,600
DateDec 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$74M
Employees30
Clients7,000
DateJun 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$74M
Employees30
Clients7,000
DateMay 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$74M
Employees30
Clients7,000
DateMar 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$74M
Employees30
Clients7,000
DateSep 2019
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$112.5M
Employees31
Clients6,400
DateApr 2019
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$112.5M
Employees31
Clients6,400
DateMar 2019
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$112.5M
Employees31
Clients6,400
DateApr 2018
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$81M
Employees31
Clients5,600
DateMar 2018
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$81M
Employees31
Clients5,600
DateApr 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$68.5M
Employees29
Clients4,800
DateMar 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$68.5M
Employees29
Clients4,800
DateSep 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$37.4M
Employees29
Clients4,600
DateJul 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$37.4M
Employees29
Clients4,600
DateMar 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$37.4M
Employees29
Clients4,600
DateJul 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.8M
Employees32
Clients3,900
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.8M
Employees32
Clients3,900
DateNov 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$18.3M
Employees32
Clients3,100
DateSep 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$18.3M
Employees32
Clients3,100
DateSep 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$18.3M
Employees32
Clients3,100
DateMar 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$18.3M
Employees32
Clients3,100
DateDec 2013
Total AUM$959.7M
Discretionary$943.9M
Non-Disc.$15.8M
Employees38
Clients13,300
DateMay 2013
Total AUM$959.7M
Discretionary$943.9M
Non-Disc.$15.8M
Employees38
Clients13,300
DateApr 2013
Total AUM$959.7M
Discretionary$943.9M
Non-Disc.$15.8M
Employees38
Clients13,300
DateJan 2013
Total AUM$934.6M
Discretionary$913.6M
Non-Disc.$21M
Employees37
Clients13,296
DateApr 2012
Total AUM$934.6M
Discretionary$913.6M
Non-Disc.$21M
Employees11
Clients13,296
DateApr 2012
Total AUM$934.6M
Discretionary$913.6M
Non-Disc.$21M
Employees11
Clients13,296
DateMar 2012
Total AUM$934.6M
Discretionary$913.6M
Non-Disc.$21M
Employees11
Clients13,296
DateFeb 2012
Total AUM$934.6M
Discretionary$913.6M
Non-Disc.$21M
Employees11
Clients13,296
DateDec 2011
Total AUM$902.2M
Discretionary$890.5M
Non-Disc.$11.7M
Employees11
Clients1,500
DateMay 2011
Total AUM$902.2M
Discretionary$890.5M
Non-Disc.$11.7M
Employees--
Clients--
DateMay 2011
Total AUM$902.2M
Discretionary$890.5M
Non-Disc.$11.7M
Employees--
Clients--
DateApr 2011
Total AUM$902.2M
Discretionary$890.5M
Non-Disc.$11.7M
Employees--
Clients--
DateJan 2011
Total AUM$752.1M
Discretionary$734.5M
Non-Disc.$17.7M
Employees--
Clients--
DateNov 2010
Total AUM$752.1M
Discretionary$734.5M
Non-Disc.$17.7M
Employees--
Clients--
DateSep 2010
Total AUM$752.1M
Discretionary$734.5M
Non-Disc.$17.7M
Employees--
Clients--
DateSep 2010
Total AUM$752.1M
Discretionary$734.5M
Non-Disc.$17.7M
Employees--
Clients--
DateAug 2010
Total AUM$752.1M
Discretionary$734.5M
Non-Disc.$17.7M
Employees--
Clients--
DateJul 2010
Total AUM$776.6M
Discretionary$166M
Non-Disc.$610.7M
Employees--
Clients--
DateMar 2010
Total AUM$776.6M
Discretionary$166M
Non-Disc.$610.7M
Employees--
Clients--
DateJul 2009
Total AUM$602.1M
Discretionary$14.7M
Non-Disc.$587.4M
Employees--
Clients--
DateMar 2009
Total AUM$602.1M
Discretionary$14.7M
Non-Disc.$587.4M
Employees--
Clients--
DateMar 2008
Total AUM$754.6M
Discretionary$0
Non-Disc.$754.6M
Employees--
Clients--
DateMar 2008
Total AUM$669.1M
Discretionary$0
Non-Disc.$669.1M
Employees--
Clients--
DateNov 2007
Total AUM$669.1M
Discretionary$0
Non-Disc.$669.1M
Employees--
Clients--
DateAug 2007
Total AUM$669.1M
Discretionary$0
Non-Disc.$669.1M
Employees--
Clients--
DateMar 2007
Total AUM$644.5M
Discretionary$644.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$510.9M
Discretionary$0
Non-Disc.$510.9M
Employees--
Clients--
DateMar 2006
Total AUM$510.9M
Discretionary$0
Non-Disc.$510.9M
Employees--
Clients--
DateSep 2005
Total AUM$506.6M
Discretionary$40.1M
Non-Disc.$466.5M
Employees--
Clients--
DateApr 2004
Total AUM$440.1M
Discretionary$0
Non-Disc.$440.1M
Employees--
Clients--
DateMar 2002
Total AUM$247M
Discretionary$71M
Non-Disc.$176M
Employees--
Clients--