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DUNN CAPITAL MANAGEMENT LLC

EIN 27-1572928-investment management-Latest filing 2025
Plans
1
Retirement
1
$147.6M assets
Welfare
0
Participants
44
309 SE OSCEOLA ST SUITE 350 - STUART, FL 34994772-286-4777dunncapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001MoneyPurchase-$147.6M - 44 part

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Retirement#001

PENSION PLAN & TRUST FOR EMPLOYEES OF DUNN CAPITAL MANAGEMENT LLC

MoneyPurchase

Assets$147.6M
Participants44
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENSION PLAN & TRUST FOR EMPLOYEES OF DUNN CAPITAL MANAGEMENT LLCMoneyPurchase$147.6M442025
Retirement plans
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