DUNDON ADVISERS LLC
Total AUM
$36M
Employees
8Clients
2Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
440 MAMARONECK AVE., 5TH FL.
HARRISON
NY 10528
United States
HARRISON
NY 10528
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
(914) 341-1188
Financials
Total AUM
$36M
Accounts
5Discretionary
$5M
Accounts
1Non-Discretionary
$31M
Accounts
4
Clients
HNW Individual Clients
1AUM
$35M
Banking Clients
1AUM
$1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningInstitutional Portfolio ManagementOther Services
Other Services
ADVICE TO LITIGATION CLASSES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.