Dunham

Firm record

As recorded in SEC IAPD

Firm CRD

13162

SEC number

801-25803

Firm type

RIA

Assets under management

$5.6B as of Jun 29, 2026

Website

www.instagram.com/dunhaminsights ↗

Phone

858-964-0500

Address

6256 Greenwich Drive, San Diego, CA, 92122

Advisors at this firm

38 in our index · page 1 of 1

• Hannah Rose AlvesCRD 8146174 · San Diego, CA
  IA Registered
• Helmut BoischCRD 5371920 · San Diego, CA
  Broker
• William BoCRD 6380091 · San Diego, CA
  IA RegisteredBroker
• Salvatore Michael CapizziCRD 1037757 · San Diego, CA
  IA RegisteredBroker
• Jeffrey Alan DunhamCRD 1149167 · Reno, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan John DykmansCRD 4847419 · San Diego, CA
  IA RegisteredBroker
• Alejandro DarjaniaCRD 7998722 · San Diego, CA
  IA RegisteredBroker
• Hilarey May FindeisenCRD 2841188 · San Diego, CA
  Broker
• Czarina Lagman FriasCRD 5843959 · San Diego, CA
  IA RegisteredBroker
• Amy Suzanne GallegoCRD 2849870 · San Diego, CA
  IA RegisteredBroker
• Dawn A GillardCRD 4479352 · San Diego, CA
  Broker
• Sasa GligorijevicCRD 7298113 · San Diego, CA
  IA RegisteredBroker
• Jason Gregory GreerCRD 5724318 · San Diego, CA
  IA RegisteredBroker
• Jennifer Kim GardyneCRD 8188759 · San Diego, CA
  Broker
• Royce GittingsCRD 2976897 · San Diego, CA
  IA RegisteredBroker
• Deshaun Malik HarveyCRD 7848442 · San Diego, CA
  IA RegisteredBroker
• Cade Bergen IsaksonCRD 7795635 · San Diego, CA
  IA RegisteredBroker
• Bruin Crawford JonesCRD 7318746 · San Diego, CA
  IA RegisteredBroker
• Lucas Max KeeferCRD 8069163 · San Diego, CA
  IA RegisteredBroker
• Marguerite Mae KeeganCRD 7757057 · Chicago, IL
  IA RegisteredBroker
• Rebecca Pearson MartinCRD 6134261 · Panama City, FL
  IA RegisteredBroker
• Mason Sang-Jin MahCRD 7923008 · San Diego, CA
  IA RegisteredBroker
• Antonio Guy MaillaroCRD 7751571 · Reno, NV
  IA RegisteredBroker
• Nehemiah Timothy McfarlinCRD 7386071 · Little Elm, TX
  IA RegisteredBroker
• Pearse Braden MiglCRD 7375672 · San Diego, CA
  IA RegisteredBroker
• Liam Anthony MorandoCRD 7475493 · Bend, OR
  IA RegisteredBroker
• Peter Byron NesbittCRD 5404077 · West Chester, PA
  IA RegisteredBroker
• Camryn Nicole NurmbergCRD 8171575 · San Diego, CA
  IA RegisteredBroker
• Viktoria Irena PalermoCRD 4769903 · San Diego, CA
  IA RegisteredBroker
• Robert Lawrence PancraziCRD 3277252 · New Milford, CT
  IA RegisteredBroker
• Katherine Elizabeth PeabodyCRD 7612854 · San Diego, CA
  IA RegisteredBroker
• Ari ParsayCRD 7412057 · San Diego, CA
  IA RegisteredBroker
• Daniel David SandsCRD 2664939 · Reno, NV
  IA RegisteredBroker
• Erik Joseph SchlindweinCRD 4336326 · San Diego, CA
  BrokerRegistration inactive
• Larissa Joy SwalanderCRD 7312946 · Reno, NV
  Broker
• Santiago TenaCRD 8172507 · San Diego, CA
  IA RegisteredBroker
• Shawn Thomas WaltzCRD 4675145 · Woodlyn, PA
  IA RegisteredBroker
• Ryan YamatoCRD 7793063 · San Diego, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.