Dunlap Equity Management, LLC

Dunlap Equity Management, LLC (CRD# 130996) is a financial advisory firm headquartered in Oakland, CA. They manage $32,996,895 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $16,498,448
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Christopher Jarrous
CRD#: 4105489
1212 Broadway, Suite 612, Oakland, CA 94612
96
Wealthminder
score

Christopher Jarrous (CRD# 4105489) is an Investment Advisor Representative working at Dunlap Equity Management, LLC in Oakland, CA and has over 17 years of experience in the finance industry.

2
Carter W. Dunlap
CRD#: 1061270
199 Fremont Street, Suite 1110, San Francisco, CA 94105
87
Wealthminder
score

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.

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