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DUNBAR ASSOCIATES, LLC
CRD 323134 · SEC 801-126791
71 TURKEY ROOST ROAD, MONROE, CT, 06468, United States
Phone
(203) 880-5716
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$307.5M
Discretionary AUM
$241.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $31.5M |
| High net worth individuals | 101 | $96.5M |
| Pension/profit sharing plans | 98 | $145.6M |
| Corporations/business entities | 6 | $34.0M |
States served
CT
All web addresses on file
Official SEC filing: View on IAPD