DUNBAR ASSOCIATES, LLC
Tel: (203) 880-5716 71 Turkey Roost Road Monroe, Connecticut 06468
About DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC is a Monroe, Connecticut based financial advisory firm with nearly $213,240,000 in assets under management and provides investment advisory services for 452 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
323134
Firm SEC#:
801-126791
Assets Under Management:
$213,240,000
No. of Clients:
452
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
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