Dunlap Equity Management, LLC

Dunlap Equity Management, LLC (CRD# 130996) is a financial advisory firm headquartered in San Francisco, CA. They manage $66,572,348 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $66,572,348
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dunlap Equity Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carter W. Dunlap
CRD#: 1061270
155 Sansome St, Suite 810, San Francisco, CA 94104

Carter Dunlap (CRD# 1061270) is an Investment Advisor Representative working at Dunlap Equity Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

2
Christopher A. Jarrous
CRD#: 4105489
155 Sansome St, Suite 810, San Francisco, CA 94104

Christopher Jarrous (CRD# 4105489) is an Investment Advisor Representative working at Dunlap Equity Management, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

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