Dunham & Associates Investment Counsel, Inc.
$204M reported client assets across 2 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Flfs Advisory Llc | $130M | $161M | 80.3% | 03/23/2026 |
| The Musuneggi Financial Group, Llc | $73.9M | $146M | 50.8% | 02/26/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.