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| Keyboard |
| Dunbar Associates LLC
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|---|---|
| CRD # | 323134 |
| SEC # | 801-126791 |
| CIK # | |
| AUM | 307.5 M (2026-03-27) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 203-880-5716 |
| Address | 71 Turkey Roost Road Monroe, CT 06468 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 31.5 |
| (b) Individuals (high net worth individuals) | 101 | 96.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 98 | 145.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 34.0 |
| (n) Other | 0 | 0.0 |
| Total | 312 | 307.5 |
| By Discretionary | ||
| Discretionary | 227 | 241.3 |
| Non-Discretionary | 85 | 66.2 |
| Total | 312 | 307.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.5 | |
| Total | 312 | 307.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Broadway Wealth Solutions Inc
✚
|
TX | 308.1 M |
|
TKG Advisors LLC
✚
|
IN | 308.0 M |
|
AllSquare Wealth Management LLC
✚
|
NY | 307.8 M |
|
Marathon Wealth Advisors LLC
✚
|
MA | 307.8 M |
|
Generations Wealth LLC
✚
|
OH | 307.8 M |
|
Holland Advisory Services Inc
✚
|
FL | 307.7 M |
|
Copley Investment Management LLC
✚
|
307.3 M | |
|
Kevin M Gibney and Company LLC
✚
|
NJ | 306.9 M |
|
Spectra Investment Management LLC
✚
|
FL | 306.8 M |
|
One Wealth Capital Management LLC
✚
|
AZ | 306.8 M |