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NewsSan Diego Business JournalSeptember 3, 2026San Diego

Dunham & Associates CEO Jeffrey Dunham reports $1.85 billion asset growth and plans new retirement strategy

Dunham & Associates CEO Jeffrey Dunham announced the firm added $1.85 billion in assets over the past year through organic growth. The firm is currently preparing to launch a new retirement investment strategy.

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Read the full story at San Diego Business Journal

Why It Matters

The firm's growth and upcoming investment strategy launch represent a shift in the local financial services landscape for clients and investors.

Key Facts

  • Dunham & Associates added $1.85 billion in total assets over the past year.
  • The firm's growth was achieved through organic efforts.
  • CEO Jeffrey Dunham is preparing to launch a new retirement investment strategy.

Who's Mentioned

personJeffrey Dunham“CEO of Dunham & Associates”organizationDunham & Associates“Investment advisory firm based in San Diego”locationSan Diego“Location of the firm's headquarters”