DUNBAR ASSOCIATES, LLC

MONROE, Connecticut·3 registered advisors·CRD# 323134
SEC# 801-1267910(203) 880-5716
01

Firm Overview

AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DUNBAR ASSOCIATES, LLC

3 registered advisors
Keith Christian Cuomo
MONROE, Connecticut
Michele Kristine Dunbar
MONROE, Connecticut
Robert George Dunbar
MONROE, Connecticut
05

Office Locations

MONROE, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. DUNBAR ASSOCIATES, LLC (CRD# 323134) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.