Dunbar Associates, LLC

Dunbar Associates, LLC (CRD# 323134) is a financial advisory firm headquartered in Monroe, CT. They manage $213,240,000 in 452 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

71 Turkey Roost Road, Monroe, CT 06468

https://dunbarassociatesllc.com

By the Numbers

Total Assets Under Management

213

MILLION
Total Number of Accounts

452

ACCOUNTS
Average Account Value

$471,770

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Dunbar Associates, LLC

Showing 1 - 2 of 2 top financial advisors.

Keith C. Cuomo

CRD#: 2587130

71 Turkey Roost Road, Monroe, CT 06468

Keith Cuomo (CRD# 2587130) is an Investment Advisor Representative working at Dunbar Associates, LLC in Monroe, CT and has over 11 years of experience in the finance industry.

Robert G. Dunbar

CRD#: 5663056

71 Turkey Roost Road, Monroe, CT 06468

Robert Dunbar (CRD# 5663056) is an Investment Advisor Representative working at Dunbar Associates, LLC in Monroe, CT and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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