DUNBAR ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$307,487,000
Discretionary
$241,300,600
Non-discretionary
$66,186,400
Firm details
- CRD number
- 323134
- SEC file number
- 801-126791
- Main office
- MONROE, CT, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://dunbarassociatesllc.com
- Fee structure
-
Percentage of AUM
As of October 2026.