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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CUOMO, KEITH, CHRISTIAN | I | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| CUOMO, KEITH, CHRISTIAN | I | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| CUOMO, KEITH, CHRISTIAN | I | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| CUOMO, KEITH, CHRISTIAN | I | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| CUOMO, KEITH, CHRISTIAN | I | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| CUOMO, KEITH, CHRISTIAN | I | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNBAR, MICHELE, KRISTINE | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| DUNBAR, MICHELE, KRISTINE | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| DUNBAR, MICHELE, KRISTINE | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| DUNBAR, MICHELE, KRISTINE | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| DUNBAR, MICHELE, KRISTINE | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| DUNBAR, MICHELE, KRISTINE | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| DUNBAR, MICHELE, KRISTINE | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| DUNBAR, MICHELE, KRISTINE | I | MANAGING MEMBER / MANAGING PARTNER | E | Control |
| DUNBAR, ROBERT, G | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DUNBAR, ROBERT, G | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DUNBAR, ROBERT, George | I | MANAGING PARTNER | B | Control |
| DUNBAR, ROBERT, George | I | MANAGING PARTNER | B | Control |
| DUNBAR, ROBERT, George | I | MANAGING PARTNER | B | Control |
| DUNBAR, ROBERT, George | I | MANAGING PARTNER | B | Control |
| DUNBAR, ROBERT, George | I | MANAGING PARTNER | B | Control |
| DUNBAR, ROBERT, George | I | MANAGING PARTNER | B | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (1)
CT
Address
71 TURKEY ROOST ROADMONROE, CT 06468
United States
Phone: (203) 880-5716