Dunbar Associates, LLC
Dunbar Associates, LLC is an SEC-registered ria in Monroe, CT with $307.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Dunbar Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323134, SEC 801-126791, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $307.5M (2026-03-27)
- Firm type
- Ria
- Location
- Monroe, CT
- Employees
- 3
- Clients
- 308
- CRD
- 323134
- Ownership
- DUNBAR, MICHELE, KRISTINE; DUNBAR, ROBERT, George; DUNBAR, ROBERT, G; CUOMO, KEITH, CHRISTIAN
How much AUM does Dunbar Associates, LLC have?
Dunbar Associates, LLC reported $307.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Dunbar Associates, LLC?
Disclosed owners and executives of Dunbar Associates, LLC include DUNBAR, MICHELE, KRISTINE, DUNBAR, ROBERT, George, DUNBAR, ROBERT, G, CUOMO, KEITH, CHRISTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.