DUNBAR ASSOCIATES, LLC
CRD #323134 SEC #801-126791 MONROE, CT (203) 880-5716
SEC Registered
Total AUM
$267.1M
Discretionary
$72.6M
Employees
3
Clients
0
Accounts
302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $267.1M | $72.6M | $194.5M | 3 | 0 |
| Mar 2024 | $213.2M | $63.2M | $150M | 3 | 0 |
| Oct 2023 | $109.9M | $37.3M | $72.6M | 2 | 0 |
| Mar 2023 | $109.9M | $37.3M | $72.6M | 2 | 0 |
| Feb 2023 | $0 | $0 | $0 | 2 | 0 |
| Dec 2022 | $0 | $0 | $0 | 2 | 0 |
| Sep 2022 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$267.1M
Discretionary$72.6M
Non-Disc.$194.5M
Employees3
Clients0
DateMar 2024
Total AUM$213.2M
Discretionary$63.2M
Non-Disc.$150M
Employees3
Clients0
DateOct 2023
Total AUM$109.9M
Discretionary$37.3M
Non-Disc.$72.6M
Employees2
Clients0
DateMar 2023
Total AUM$109.9M
Discretionary$37.3M
Non-Disc.$72.6M
Employees2
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0