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Michele Kristine Dunbar

DUNBAR ASSOCIATES, LLC·MONROE, Connecticut
Unclaimed Profile
71 TURKEY ROOST ROAD, MONROE, CT 06468CRD# 5671270Firm CRD# 323134
01

About

Michele Kristine Dunbar is a registered financial advisor based in MONROE, Connecticut, affiliated with DUNBAR ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DUNBAR ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5671270
Firm CRD# 323134
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michele Kristine Dunbar offer?
Michele Kristine Dunbar specializes in Financial Planning, Investment Management. Contact their office in MONROE, Connecticut for a consultation.
What are Michele Kristine Dunbar's credentials?
Michele Kristine Dunbar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michele Kristine Dunbar located?
Michele Kristine Dunbar is based in MONROE, Connecticut, working with DUNBAR ASSOCIATES, LLC. Their office serves clients in the MONROE metropolitan area and surrounding communities.
How does Michele Kristine Dunbar charge for services?
Michele Kristine Dunbar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNBAR ASSOCIATES, LLC?
DUNBAR ASSOCIATES, LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MONROE
Robert George Dunbar — DUNBAR ASSOCIATES, LLCKeith Christian Cuomo — DUNBAR ASSOCIATES, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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