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Dunbar Associates, LLC

CRD 323134  ·  Monroe, CT  ·  $307.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
323134
SEC number
801-126791
Firm type
RIA
Assets under management
$307.5M as of Mar 27, 2026
Website
dunbarassociatesllc.com ↗
Phone
(203) 880-5716
Address
71 Turkey Roost Road, Monroe, CT, 06468

Advisors at this firm

2 in our index · page 1 of 1

  • Keith CuomoCRD 2587130 · Monroe, CT
    IA RegisteredBroker
    Disclosure event(s) on record
  • Robert George DunbarCRD 5663056 · Monroe, CT
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–2 of 2

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 323134 ↗ FINRA BrokerCheck record for firm CRD 323134 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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