Unclaimed Profile

David James Dunn

KINGSBRIDGE WEALTH MANAGEMENT, INC.·LAS VEGAS, Nevada

Clean recordKINGSBRIDGE WEALTH MANAGEMENT, INC.

1140 N. TOWN CENTER DRIVE, LAS VEGAS, NV 89144CRD# 2514757Firm CRD# 165560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David James Dunn · LAS VEGAS, NV

Registration

CRD #2514757 · KINGSBRIDGE WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David James Dunn is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with KINGSBRIDGE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KINGSBRIDGE WEALTH MANAGEMENT, INC.

AUM

$453M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KINGSBRIDGE WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Other: PROJECT ADMINISTRATION FEES

Regulatory

SEC/IARD CRD# 2514757

Firm CRD# 165560

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David James Dunn offer?

David James Dunn specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LAS VEGAS, Nevada for a consultation.

What are David James Dunn's credentials?

David James Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Dunn located?

David James Dunn is based in LAS VEGAS, Nevada, working with KINGSBRIDGE WEALTH MANAGEMENT, INC.. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does David James Dunn charge for services?

David James Dunn's firm is compensated through percentage of aum, performance-based fees, other: project administration fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KINGSBRIDGE WEALTH MANAGEMENT, INC.?

KINGSBRIDGE WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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