Royce
Gittings

Dunham & Associates Investment Counsel, Inc

CRD#2976897
Investment Advisor
in San Diego, CA

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About this Advisor

Royce Gittings is a financial advisor operating out of San Diego, California with 1 year of industry experience. Gittings is an employee of Dunham & Associates Investment Counsel, Inc. Their career trajectory has included roles at Dunham & Associates Investment Counsel, Inc and Fidelity Investments. Gittings maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. Dunham & Associates Investment Counsel, Inc is an advisory company operating out of San Diego, CA. It has a total of 33 financial advisors. It oversees $3 billion in assets under management among its 9,143 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 44 charities and foundations. Of its 9,143 client accounts, 18% belong to high-net-worth clients who have at least $1 million in assets available to invest. Dunham & Associates Investment Counsel, Inc offers a diverse set of services, such as 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. Financial management fees typically depend on which services the firm provides the client. However, fee types charged by Dunham & Associates Investment Counsel, Inc most likely consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

6256 Greenwich Drive Suite 550
San Diego, CA 92122

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Dunham & Associates Investment Counsel, Inc Brokerage Details

Total Assets Under Management

$2,901,635,752

CA Average: $7,578,581,321
Total Number of Employees

33

CA Average: 43
Total Number of Accounts

9,143

CA Average: 3,727
Average Account Size

$317,361

CA Average: $2,033,427

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

Royce Gittings Work History

Royce has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Dunham & Associates Investment Counsel, Inc

2022 - 2022 (< 1 year)

Fidelity Investments

2003 - 2022 (19 years)

Dunham & Associates Investment Counsel, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Royce Gittings 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

Nehemiah Mcfarlin
San Diego, CA
Robert Pancrazi
San Diego, CA
William Bo
San Diego, CA
Jason Greer
San Diego, CA
Viktoria Palermo
San Diego, CA
Eugene Choi
San Diego, CA
Rebecca Martin
San Diego, CA
Robert Seevers
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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