DUNES FINANCIAL

DUNES FINANCIAL is an SEC-registered investment adviser (CRD 334836). Regulatory assets under management: $56.0M.

Registration

• CRD: 334836
• Type: Registered investment adviser
• Phone: (219) 786-3680
• Latest filing: 2026-03-02
• Regulatory AUM: $56.0M
• Discretionary AUM: $56.0M
• Clients: 1
• Accounts: 110

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334836 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search