William
Bo
Dunham & Associates Investment Counsel, Inc
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About this Advisor
William Bo is a financial advisor operating out of San Diego, California. Bo is on the advisory team at Dunham & Associates Investment Counsel, Inc. Their career trajectory has included roles at Sunglass Hut, Commonwealth Financial Network, Fidelity Investments, Lpl Financial, Cuso Financial Services, Lp and Dunham & Associates Investment, Counsel, Inc. Bo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Dunham & Associates Investment Counsel, Inc is a financial advisory firm that has its headquarters in San Diego, CA. The company has a total of 33 people on staff. It handles $3 billion in total assets between its 9,143 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 44 charities and foundations. Of its 9,143 client accounts, 18% are held by high-net-worth individuals who have more than $1 million in investable assets. The business offers a wide array 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. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Dunham & Associates Investment Counsel, Inc can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dunham & Associates Investment Counsel, Inc Brokerage Details
$2,901,635,752
33
9,143
$317,361
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
William Bo Work History
William has been registered as a financial advisor for 0 years.*
Dunham & Associates Investment, Counsel, Inc
Cuso Financial Services, Lp
Fidelity Investments
Lpl Financial
Commonwealth Financial Network
Sunglass Hut
*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 William Bo 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
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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