Company Information

Get to know Dunham Trust Company

Founded in 1999, Dunham Trust Company is a Nevada-chartered, independent corporate trustee. It operates in affiliation with Dunham & Associates Investment Counsel, Inc. (founded in 1985) to provide comprehensive wealth management solutions. The company's mission is to offer professional, impartial fiduciary services, including trust administration, estate settlement, and investment management, primarily working alongside financial advisors to serve their clients' needs. They emphasize their role as an independent trustee to avoid conflicts of interest and ensure clients' assets are managed according to their long-term goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Dunham Trust Company

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.