Kyle
Mccarthy
Dunham & Associates Investment Counsel, Inc
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About this Advisor
Kyle Mccarthy is a financial advisor based in San Diego, California, working with Dunham & Associates Investment Counsel, Inc. Kyle has previously held positions at Tesoro High School, Coto De Caza Tennis Club, San Diego State University, Applied Medical, Gosite, and Dunham & Associates Investment Counsel, Inc. Kyle has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Kyle is part of Dunham & Associates Investment Counsel, Inc, which operates out of San Diego, California. The firm has 1 office and 34 employees. The firm manages assets totaling $3.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Dunham & Associates Investment Counsel, Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dunham & Associates Investment Counsel, Inc Brokerage Details
$3,763,899,427
34
10,985
$342,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kyle Mccarthy Work History
Dunham & Associates Investment Counsel, Inc
Gosite
Applied Medical
San Diego State University
Coto De Caza Tennis Club
San Diego State University
Tesoro High School
Disclosures
Please visit the SEC profile of Kyle Mccarthy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dunham & Associates Investment Counsel, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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