© GetHuman Inc.

Dunham & Associates Customer FAQ

Top Answers & How-to Guides

What is Dunham & Associates's Phone Number?

The question we are asked most often is about how to talk to Dunham & Associates customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I transfer my current investments to Dunham & Associates?

Transferring investments to Dunham & Associates typically requires a few steps, including a transfer request form. It is...

Can I access my account online?

Dunham & Associates provides clients with online access to view account details such as balances and transaction histories....
Ask any question you have about Dunham & Associates customer service, get an answer now.
Contact Dunham & Associates customer service

Recent Dunham & Associates Customer Questions

Help me with my Dunham & Associates customer service issue

Services Offered

What services does Dunham & Associates offer?

Dunham & Associates offers a range of investment management and financial consulting services, including tailored investment...
Read more

What are the fees for using Dunham & Associates' services?

Dunham & Associates has varied fees based on investment types and advisory services, including management, performance,...
Read more

What investment options are available through Dunham & Associates?

Dunham & Associates provides a wide array of investment options, including mutual funds across different strategies like equity...
Read more

What is Dunham & Associates' policy on tax management?

Dunham & Associates employs a comprehensive tax management strategy aimed at enhancing investment performance by minimizing tax...
Read more

Does Dunham & Associates provide retirement planning services?

Dunham & Associates offers a variety of financial services, and retirement planning is generally included within these. This...
Read more

Account Management

Can I transfer my current investments to Dunham & Associates?

Transferring investments to Dunham & Associates typically requires a few steps, including a transfer request form. It is...
Read more

Can I access my account online?

Dunham & Associates provides clients with online access to view account details such as balances and transaction histories....
Read more

How often can I expect to receive statements and reports?

Clients of Dunham & Associates usually receive monthly account statements that include details on performance and transactions....
Read more

Are there any account minimums with Dunham & Associates?

Dunham & Associates does impose account minimums that vary by investment type, with private accounts reflecting their...
Read more

Can I make changes to my investment strategy with Dunham & Associates?

Yes, clients can modify their investment strategies with Dunham & Associates according to their financial situations or...
Read more

Investment Strategy

What is Dunham & Associates' approach to investment management?

Dunham & Associates adopts a comprehensive investment management strategy that prioritizes long-term success through tailored...
Read more

Can I receive personalized investment advice from Dunham & Associates?

Dunham & Associates offers investment management and advisory services, but personalized advice is typically obtained through...
Read more

What is the performance history of Dunham & Associates' investment strategies?

Dunham & Associates has a range of investment strategies with performance evaluated over short and long terms across different...
Read more

How frequently does Dunham & Associates conduct performance reviews?

Dunham & Associates usually performs performance evaluations once a year, focusing on both personal contributions and the...
Read more

What sets Dunham & Associates apart from other investment firms?

Dunham & Associates stands out from other investment firms due to its commitment to personalized investment strategies, robust...
Read more
Was this page helpful?YesNeeds work
Sharing is what powers GetHuman's free customer service contact information and tools. You can help!