Be advised. This firm is no longer registered.

J.w. Dunn Asset Management, LLC

J.w. Dunn Asset Management, LLC (CRD# 117660) is a financial advisory firm headquartered in Collinsville, IL. They manage $64,505,340 in 238 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $271,031
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL, MO

Financial Advisors at J.w. Dunn Asset Management, LLC
No Advisor Found.
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