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Building 2DUNBAR ASSOCIATES, LLC

Map pinMONROE, CT
Phone(203) 880-5716
NotebookSEC #801-126791
Total AUM
$307.5M
Employees
3
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
71 TURKEY ROOST ROAD
MONROE
CT 06468
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(203) 880-5716

ReceiptFinancials

Total AUM
$307.5M
Accounts
312
Discretionary
$241.3M
Accounts
227
Non-Discretionary
$66.2M
Accounts
85

ContactClients

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Individual Clients
103
AUM
$31.5M
HNW Individual Clients
101
AUM
$96.5M
Pension/Profit Sharing Plan Clients
98
AUM
$145.6M
Corporation or Business Clients
6
AUM
$34M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Violation Finding
State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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