Logan
Dunbar

Nuveen Asset Management, LLC

CRD#7514800
Investment Advisor
in Chicago, IL

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About this Advisor

Logan Dunbar is a financial advisor working in Chicago, Illinois who has 1 year of relevant experience. Dunbar is an employee of Nuveen Asset Management, LLC. Throughout their career, Dunbar has worked at Nuveen Securities, LLC, Cgi Group Inc, Julietta Winery, Dunbar Construction, Bradshaw Christian High School, Saint Mary'S College Of California and Nuveen Asset Management LLC. Dunbar holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Nuveen Asset Management, LLC is an advisory firm operating out of Chicago, IL. The firm has offices in 14 locations and a total of 421 employees. It oversees $249 billion in assets between its 70,634 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 114 charities and foundations. Of its 70,634 client accounts, 15% are associated with high-net-worth investors who have at least $1 million in investable assets. Nuveen Asset Management, LLC offers a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors are based on which service is provided. Fee types charged by Nuveen Asset Management, LLC most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

333 West Wacker Drive
Chicago, IL 60606

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Nuveen Asset Management, LLC Brokerage Details

Total Assets Under Management

$248,648,334,766

IL Average: $6,674,516,078
Total Number of Employees

421

IL Average: 44
Total Number of Accounts

70,634

IL Average: 2,564
Average Account Size

$3,520,236

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Logan Dunbar Work History

Logan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Nuveen Securities, LLC

2022 - Present (2 years)

Nuveen Asset Management LLC

2021 - 2022 (1 year)

Cgi Group Inc

2020 - 2021 (1 year)

Julietta Winery

2019 - 2021 (2 years)

Saint Mary'S College Of California

2015 - 2019 (4 years)

Dunbar Construction

2011 - 2015 (4 years)

Bradshaw Christian High School

*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 Logan Dunbar 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 Nuveen Asset Management, LLC

Jeffrey Smith
New York, NY
Adrienne Frank
Chicago, IL
Shawn Polk
Chicago, IL
James Woodfin
Chicago, IL
Omar Holmes
Chicago, IL
Amanda Schrama
Chicago, IL
Benjamin Colter
Chicago, IL
James Penney
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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