DUNBAR ASSOCIATES, LLC
Monroe, United States · CRD 323134
SEC-registered investment adviser since 2022 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$307.5m
- Main clients (by assets)Pension plans 47%, High net worth individuals 31%, Companies 11%
- Websitedunbarassociatesllc.com
- Form ADV · 2026-08-05SEC adviser record
- Kindinstitutions
- Others nearbyMonroe, CT
As an employer
- Staff (Form ADV)3 · 2 in investment roles
- Offices in1 country