$56.0M Total AUM
$56.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix glacierPrime value +more
- Established Date
- 02-11-2025
- Office Locations
- 1
Office Locations
-- Valparaiso IN
About Dunes Financial
Dunes Financial is a Valparaiso-based RIA. The firm has been operating for 1 years. Managing $56.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Business Succession, Charitable Giving.
Team overview
31 AVG AGE
$56.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Summit Foundation Zenith Alpha fusion
Client Personas
Oak Vector
Custodian
Insight catalyst Atlas eagle Zenith
Investment Themes
Signal vector Optima oak Summit peak Unison ember Catalyst
Investment Vehicles
Frontier Foundation
Services
Radial ember Element Prime pioneer Signal Vital Element bridge Prime element Radial Ember fusion
Technology
Fusion Ridge Bridge Capital
Owner & Executives
Mark Rosinski
Chief Compliance Officer, Owner
- CRD
- #7008895
- Ownership
- 75% or more
(243) 504-8499
catalyst.delta@pioneercapital.com
in linkedin.com/in/meridian-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,015,986 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,015,986 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,015,986
Public Funds:
14.3% Equity - Exchange:
32.4% Cash:
29.6% Municipal Bonds:
10.2% U.S. Government/Agency:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $778,111,481 | 14.3% |
| Equity - Exchange | $1,762,993,844 | 32.4% |
| Cash | $1,610,636,351 | 29.6% |
| Municipal Bonds | $555,016,581 | 10.2% |
| U.S. Government/Agency | $734,580,768 | 13.5% |
| Total | $5,441,339,025 | 100.0% |