| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Christian Cuomo Control | Director Of Wealth Management / Chief Compliance Officer | Under 5% | 2023 |
| Michele Kristine Dunbar Control | Managing Member / Managing Partner | Over 75% | 2022 |
| Robert George Dunbar Control | Managing Partner | 10-25% | 2022 |
Dunbar Associates, LLC reports $267.1 million in regulatory assets under management on its Form ADV.
Dunbar Associates, LLC reports 3 employees.
Dunbar Associates, LLC is based in Monroe, CT and has been SEC-registered since 2022.
Dunbar Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 71 Turkey Roost Road, Monroe, CT 06468 |
| Phone | (203) 880-5716 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $72.6M |
| Non-discretionary | $194.5M |
| Total (RAUM) | $267.1M |