DUNBAR ASSOCIATES, LLC of MONROE, CT is an SEC-registered investment adviser (CRD 323134). Regulatory assets under management: $307.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Robert George Dunbar | MANAGING PARTNER | — |
| Michele Kristine Dunbar | MANAGING MEMBER / MANAGING PARTNER | — |
| Keith Christian Cuomo | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | — |
| DUNBAR MICHELE KRISTINE | MANAGING MEMBER / MANAGING PARTNER | — |
| DUNBAR ROBERT George | MANAGING PARTNER | — |
| CUOMO KEITH CHRISTIAN | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | — |
| DUNBAR ROBERT G | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |