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Home > Retirement Planners > connecticut > monroe > DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC
71 Turkey Roost Road
Monroe, Connecticut 06468
Tel: (203) 880-5716
About DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC, formally registered with the SEC as DUNBAR ASSOCIATES, LLC. The firm was established in 10/27/2022. They have over 1 offices throughout the country.
DUNBAR ASSOCIATES, LLC is a Monroe, Connecticut based Financial Planning firm with nearly $213,240,000 assets under management, offering retirement planning & investment advisory services to 452 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323134 |
| SEC# | 801-126791 |
| Assets Managed by Firm | $213,240,000 |
| No. of Clients | 452 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 452 | $213,240,000 |
| Individuals (other than high net worth individuals) | 194 | $61,560,000 |
| High net worth individuals | 40 | $21,650,000 |
| Pension and profit sharing plans | 65 | $98,240,000 |
| Corporations or other businesses | 1 | $31,790,000 |
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