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DUNBAR ASSOCIATES, LLC

MONROE, CT · CRD 323134 · IAPD ↗ · dunbarassociatesllc.com · (203) 880-5716

$307.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — DUNBAR ASSOCIATES, LLC reported RAUM up 25% ($213.2M -> $267.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — DUNBAR ASSOCIATES, LLC reported RAUM up 94% ($109.9M -> $213.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.