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Edward Thomas Dunne

WILLOWBRIDGE ASSOCIATES INC.·PLAINSBORO, New Jersey
WILLOWBRIDGE ASSOCIATES INC.
101 MORGAN LANE, SUITE 180, PLAINSBORO, NJ 08536CRD# 73695Firm CRD# 174159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Thomas Dunne · PLAINSBORO, NJ
Registration
CRD #73695 · WILLOWBRIDGE ASSOCIATES INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Edward Thomas Dunne is a registered financial advisor based in PLAINSBORO, New Jersey, affiliated with WILLOWBRIDGE ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WILLOWBRIDGE ASSOCIATES INC.
WILLOWBRIDGE ASSOCIATES INC.
AUM
$308M
Regulatory assets under management
Employees
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 73695
Firm CRD# 174159
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Thomas Dunne offer?
Edward Thomas Dunne specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PLAINSBORO, New Jersey for a consultation.
What are Edward Thomas Dunne's credentials?
Edward Thomas Dunne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Thomas Dunne located?
Edward Thomas Dunne is based in PLAINSBORO, New Jersey, working with WILLOWBRIDGE ASSOCIATES INC.. Their office serves clients in the PLAINSBORO metropolitan area and surrounding communities.
How does Edward Thomas Dunne charge for services?
Edward Thomas Dunne's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLOWBRIDGE ASSOCIATES INC.?
WILLOWBRIDGE ASSOCIATES INC. is a registered investment adviser with the SEC, managing $308M in regulatory assets under management. See their Form ADV for full details.
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