Dunham Trust Company is a privately held trust company. It is licensed in the states of Nevada and Colorado and is regulated by the state of Nevada, Department of Business and Industry, Financial Institutions Division. Dunham Trust opened in 1999 with the core belief that cultivating highly personal service would make a positive difference in providing exceptional trust administration services. Whether we are working with a family running a business or assisting a wealth manager, building lasting relationships has been and continues to be our key to sustained success. Our senior trust officers interact directly with you so you can benefit from their extensive trust administration, operations and investment management expertise. We look forward to working together with you to build a legacy that lasts for generations.
Dunham Timeline| 1999 | Dunham Trust Company opens in Nevada |
| 2007 | Dunham Trust and Dunham pass $1 billion Assets Under Administration (“AUA”) |
| 2009 | Dunham Trust acquires Adagio Trust Company |
| 2014 | Dunham and Dunham Trust pass $2 billion AUM/AUA |
| 2015 | Dunham Trust acquires Provident Trust Group’s personal trust assets |
| 2015 | Dunham Trust acquires Cache Bank & Trust’s trust assets |
| 2019 | Dunham Trust acquires Guardianship Services of Nevada, Inc.’s guardianship, estate, care management, and trust services. |
| 2020 | Dunham Trust acquires Professional Estate Administrators, LLC |
| 2021 | Dunham and Dunham Trust pass $3 billion AUM/AUA |
| 2022 | Dunham and Dunham Trust pass $4 billion AUM/AUA |
| 2022 | Dunham launches Insured Deposit Marketplace (“IDM”): $50M of FDIC insurance cash deposit account |
| 2023 | Dunham launches Dunham Easy Access Loan (“DEAL”) – offering 65% Line of Credit for clients |
| 2023 | Dunham moves to New Headquarters in San Diego |
| 2023 | Dunham Trust announces Wyoming Private Trust |
| 2024 | DTC Celebrates its 25th Anniversary |
| 2024 | Dunham and Dunham Trust pass $5 billion AUM/AUA |
| 2024 | Dunham launches DunhamDC, an investment program that Buys Fear and Sells Greed |