$29.7M Total AUM
$29.7M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-16-1999
- Office Locations
- 1
Office Locations
-- Winchester VA
About Dunn Financial Advisors, LLC
Dunn Financial Advisors, LLC is an independent RIA in Winchester, VA serving retail clients with integrated financial planning and discretionary portfolio management. The practice emphasizes asset allocation and risk management, using mutual funds, fixed income and annuity/insurance solutions as appropriate, and includes tax and estate planning; custody available via Schwab.
Team overview
71 AVG AGE
$29.7M AVG AUM / ADVISOR
$371.3K AVG AUM / CLIENT
27.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BLAINE PARRY DUNN
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #1307909
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,704,818 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,704,818 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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