D
$307.5M Total AUM
$241.3M Disc. AUM
-- 3Y CAGR
3 Employees
308 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-27-2022
- Office Locations
- 1
Office Locations
71 Turkey Roost Road Monroe CT
About Dunbar Associates, LLC
Dunbar Associates, LLC is a Monroe-based RIA. The firm has been operating for 3 years. Managing $307.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Team overview
50 AVG AGE
$153.7M AVG AUM / ADVISOR
$998.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHELE KRISTINE DUNBAR
Managing Member, Managing Partner
- CRD
- #5671270
- Ownership
- 75% or more
Available
Available
Available
R
ROBERT George DUNBAR
Managing Partner, Partner
- CRD
- #5663056
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,300,600 | $1,062,998 |
| Non-Discretionary | $66,186,400 | $778,664 |
| Total | $307,487,000 | $985,535 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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