Dunn Rush & Co LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
150769
Registered since
January 25, 2010

Firm profile

FINTRX

Overview

Dunn Rush & Co LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm shows an individual owner and has been SEC-registered since 2010. The profile contains little detail about client-facing advisory activities, fee schedules, or business lines; the reporting fields for those items are blank. Available metadata signals that the firm does not operate as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, related adviser, or newly formed adviser. Those attributes, combined with sparse public detail, are consistent with a firm whose primary activity is likely investment-banking or intermediary services rather than running retail or institutional discretionary asset-management platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Edward Pendergast

    OwnerCRD 5724774

  • David Thibodeau

    David Thibodeau

    Senior AdvisorCRD 4358322

  • Kevin Dunn

    Kevin Dunn

    Managing PartnerCRD 1920942

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
75 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth