⚲
|
Dunbar Associates LLC
✚
|
|
---|---|
CRD # | 323134 |
SEC # | 801-126791 |
CIK # | |
AUM | $213.2 MM (2024-03-22) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 203-880-5716 |
Address | 71 Turkey Roost Road Monroe, CT 06468 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
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) |
---|---|---|
Capital Ideas Inc
✚
|
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 |