Dunham Information

View Top Employees from Dunham

Founded in 1985 by an advisor, Dunham provides independent financial advisors institutional investment management, performance-based fee options, and wealth management solutions focused on fairness, accountability, and alignment with clients. They oversee billions in AUM/AUA while supporting advisor practices with marketing and trust services.

Website	https://dunham.com/
Revenue	$34.2 million
Employees	91 (43 on RocketReach)
Founded	1985
Address	10251 Vista Sorrento Pkwy Ste 200, San Diego, California 92121, US
Phone	+1 858-964-0500
Fax	(858) 964-0505
Technologies	JavaScript , HTML , Google Analytics +23 more (view full list)
Industry	Investment Management, Finance General, Finance
Web Rank	4 Million
Keywords	Investment Management, Asset Management, Wealth Management, Portfolio Management, Financial Advisory, Investment Counsel, Investment Consulting, Retirement Planning, Estate Planning, Financial Planning, Trust Services, Wealth Preservation, Investment Strategies, Portfolio Optimization, Risk Management, Financial Services, Capital Preservation, Long-Term Investing
Competitors	CI RegentAtlantic Private Wealth, Freestone Capital Management, Foster Group, HM Payson & Co, Apriem Advisors, NEXT Financial Group (view competitors)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies

Dunham Questions

What is the annual revenue of Dunham?

The Dunham annual revenue was $34.2 million in 2026.

Who is the CFO of Dunham?

Jennifer Gardyne is the CFO of Dunham.

How many people are employed at Dunham?

43 people are employed at Dunham.

Where is Dunham based?

Dunham is based in San Diego, California.

What is the NAICS code for Dunham?

The NAICS codes for Dunham are [523, 52393, 5239, 52].

What is the SIC code for Dunham?

The SIC codes for Dunham are [62, 628].

Top Dunham Employees

Jennifer Gardyne

Chief Financial Officer at Dunham

San Diego, CA, US
3
- hotmail.com
- gmail.com
- dunham.com
5
- +1 415-272-XXXX
- +1 858-499-XXXX
- +1 415-521-XXXX
- +1 619-237-XXXX
- +1 203-216-XXXX
Denise Iverson

CFO at Dunham

San Diego, CA, US
1
- dunham.com
2
- +1 858-964-XXXX
- +1 858-755-XXXX
Viktoria Palermo

Chief Compliance Officer at Dunham

San Diego, CA, US
1
- dunham.com
2
- +1 619-497-XXXX
- +1 858-869-XXXX
Salvatore Capizzi

Chief Sales and Marketing Officer and Executive Vice President at Dunham

San Diego, CA, US
2
- gmail.com
- aol.com
5+
- +1 301-816-XXXX
- +1 858-461-XXXX
- +1 212-576-XXXX
- +1 212-576-XXXX
- +1 973-699-XXXX
- +1 240-778-XXXX
Ryan Dykmans

President and Chief Investment Officer at Dunham

San Diego, CA, US
1
- dunham.com
Rhonda Lee

Human Resources Director at Dunham

California, United States
3
- yahoo.com
- dunham.com
- gmail.com
5+
- +1 858-692-XXXX
- +1 619-702-XXXX
- +1 858-427-XXXX
- +1 714-319-XXXX
- +1 984-229-XXXX
- +1 919-337-XXXX
Liam Morando

Regional Director at Dunham

Bend, OR, US
2
- dunham.com
- gmail.com
1
- +1 805-404-XXXX
Peter Nesbitt

National Accounts Director at Dunham

West Chester, PA, US
2
- gmail.com
- dunham.com
5+
- +1 717-265-XXXX
- +1 858-703-XXXX
- +1 858-869-XXXX
- +1 650-619-XXXX
- +1 717-766-XXXX
- +1 619-203-XXXX
Brandon Wilson

Director of IT and Chief Information Security Officer at Dunham

Menifee, CA, US
2
- gmail.com
- dunham.com
2
- +1 619-249-XXXX
- +1 760-440-XXXX
Amy Gallego

Director Of Client Services at Dunham

California, United States
2
- dunham.com
- att.net
2
- +1 858-722-XXXX
- +1 858-270-XXXX