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
By the Numbers
-
Total Assets Under Management213MILLION
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Total Number of Accounts452ACCOUNTS
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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.
CT
Financial Advisors at Dunbar Associates, LLC
1
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.
2
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.
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