Dunham Timeline Highlights
$7B AUM/AUA Milestone
Dunham and Dunham Trust pass $7 billion AUM/AUA.
$6B AUM/AUA Milestone
Dunham and Dunham Trust pass $6 billion AUM/AUA.
DunhamDC Launch
Dunham launches DunhamDC, an investment program that Buys Fear and Sells Greed.
$5B AUM/AUA Milestone
Dunham and Dunham Trust pass $5 billion AUM/AUA.
25th Anniversary
Dunham Trust Celebrates its 25th anniversary of service.
Wyoming Private Trust
Dunham Trust announces Wyoming Private Trust.
New San Diego Headquarters
Dunham moves to New Headquarters in San Diego.
Dunham DEAL Launch
Dunham launches Dunham Easy Access Loan (“DEAL”) – offering 65% Line of Credit for clients.
$4B AUM/AUA Milestone
Reached a new peak in assets under management and administration.
$3B AUM/AUA Milestone
Achieved a significant financial milestone.
Acquisition of Professional Estate Administrators
Enhanced estate administration services.
Acquisition of Guardianship Services of Nevada
Broadened service offerings in trust management.
Acquisitions of Provident Trust Group
Strengthened trust services through key acquisitions.
Acquisition of Cache Bank & Trust
Dunham acquires trust division expanding market leadership through targeted expansion.
$2B AUM/AUA Milestone
Continued growth in assets under management and administration.
Named Most Advisor-Friendly Trust Company
Dunham earns recognition by Trust Advisor.
Acquisition of Adagio Trust Company
Expanded trust services capabilities
Acquisition of Kelmoore Strategy Funds
Enhanced fund offerings through strategic acquisition.
$1B AUM/AUA Milestone
Reached a major financial milestone in assets under administration.
Launch of Dunham Funds
Introduced mutual funds to broaden investment options.
$500M AUM/AUA Milestone
Expansion of assets continue with Dunham & Dunham Trust.
Dunham Trust Company Established
Expanded services with the opening of the Nevada-based trust company.
Dunham Expands Nationwide
Dunham continues its growth & expansion.
$100M AUM Milestone
Achieved significant growth in assets under management.
First Asset Allocation Program
Established with a vision to align client fees with investment performance.
Dunham Founded
Established with a vision to align client fees with investment performance.