Dunbar Associates LLC

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Assets, Funds, Holdings

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Dunbar Associates LLC
CRD #323134
SEC #801-126791
CIK #
AUM $213.2 MM (2024-03-22)
Employees 3 (100% Investors, 0% Brokers)
Phone203-880-5716
Address71 Turkey Roost Road
Monroe, CT 06468
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 194 61.6
(b) Individuals (high net worth individuals) 40 21.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 65 98.2
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 31.8
(n) Other 0 0.0
Total 452 213.2
By Discretionary
Discretionary 202 63.2
Non-Discretionary 250 150.0
Total 452 213.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 213.2
Total 452 213.2
Comparable Firms State AUM ($BB)
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TX 0.2
Axiom Investment Management LLC
NY 0.2
Vestment Financial LLC
MN 0.2
AFG Fiduciary Services Limited Partnership
MA 0.2
IAMS Wealth Management LLC
NE 0.2
Croak Asset Management LLC
OH 0.2
Pelkonen and Associates LLC
NY 0.2
Shore Point Advisors LLC
NJ 0.2
Snowcap Capital Management LLC
TX 0.2
Keystone Global Partners LLC
NY 0.2
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