Colin
Dunn
Cambiar Investors, LLC
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About this Advisor
Colin Dunn is a chartered financial analyst working in Denver, Colorado with a total of 12 years of industry experience. Dunn currently works for Cambiar Investors, LLC. Their career trajectory has included roles at Cambiar Investors, LLC and Foreside Fund Services, LLC. Dunn holds a Series 63 license, qualifying them as a securities representative, and is able to serve investors in Colorado. Cambiar Investors, LLC is an advisory company based in Denver, CO. It has $4 billion in total assets among its 7,757 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 109 charities and foundations. Of its 7,757 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Cambiar Investors, LLC performs a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fee schedules largely are based on the services provided. However, fee types billed by Cambiar Investors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambiar Investors, LLC Brokerage Details
$3,490,753,696
42
7,757
$450,013
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Colin Dunn Work History
Colin has been registered as a financial advisor for 12 years.*
Cambiar Investors, LLC
Foreside Fund Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Colin Dunn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambiar Investors, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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