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).
Current Firm Details
Dunlap Equity Management, LLC
By the Numbers
-
Total Assets Under Management67MILLION
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Total Number of Accounts1ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Dunlap Equity Management, LLC
1
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 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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