Dunes Financial
Firm details
- Headquarters
- ,
- CRD number
- 334836
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI92.05%
- Individuals7.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dunes Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning alongside discretionary portfolio management for individuals and small businesses. Its fee model emphasizes hourly and fixed-fee arrangements rather than asset-based advisory fees. The firm does not identify as an active ESG investor, is not a multi-state adviser in the available data, and is not positioned as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1
Mark Rosinski
FounderCRD 7008895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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