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James Russell Dailey

DUNN CAPITAL MANAGEMENT, LLC·STUART, Florida
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309 SE OSCEOLA STREET, STUART, FL 34994CRD# 5819683Firm CRD# 328632
01

About

James Russell Dailey is a registered financial advisor based in STUART, Florida, affiliated with DUNN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DUNN CAPITAL MANAGEMENT, LLC
DUNN CAPITAL MANAGEMENT
AUM
$163M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at DUNN CAPITAL MANAGEMENT, LLC →
Services
Security ratings or pricing services
04

Background

Compensation
Other: DUNN IS NOT COMPENSATED DIRECTLY FOR INVESTMENT ADVISORY SERVICE
Regulatory
SEC/IARD CRD# 5819683
Firm CRD# 328632
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Russell Dailey offer?
James Russell Dailey is a registered financial advisor in STUART, Florida. Contact their office for details on services offered.
What are James Russell Dailey's credentials?
James Russell Dailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Russell Dailey located?
James Russell Dailey is based in STUART, Florida, working with DUNN CAPITAL MANAGEMENT, LLC. Their office serves clients in the STUART metropolitan area and surrounding communities.
How does James Russell Dailey charge for services?
James Russell Dailey's firm is compensated through other: dunn is not compensated directly for investment advisory service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNN CAPITAL MANAGEMENT, LLC?
DUNN CAPITAL MANAGEMENT, LLC has approximately 23 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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