Overview
Assets Under Management: $307 million
Headquarters: MONROE, CT
High-Net-Worth Clients: 101
Average Client Assets: $1.0 million
Frequently Asked Questions
DUNBAR ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323134), DUNBAR ASSOCIATES, LLC is subject to fiduciary duty under federal law.
DUNBAR ASSOCIATES, LLC is headquartered in MONROE, CT.
DUNBAR ASSOCIATES, LLC serves 101 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, DUNBAR ASSOCIATES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
DUNBAR ASSOCIATES, LLC manages $307 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, DUNBAR ASSOCIATES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.37%
Average Client Assets: $1.0 million
Total Client Accounts: 312
Discretionary Accounts: 227
Non-Discretionary Accounts: 85
Regulatory Filings
CRD Number: 323134
Filing ID: 2050775
Last Filing Date: 2026-03-27 18:03:23