PD
PD

Paul Reed Dunbar

36 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
371 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$406.0M

Fee Structure

Minimum Investment:$100K
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Location

7 West Square Lake Road, Suite 112, Bloomfield Hills, MI, 48302

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul is a partner at M1 Capital Management, dedicating full-time hours to this RIA. He also works as a real estate agent representing buyers and sellers of Northern Michigan lakefront properties, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
M1 Capital Management LLC
September 2011 - Present · 14 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2011 - December 2021 · 10 yrs 5 mos
TD Ameritrade, INC.Broker
May 2010 - July 2011 · 1 yr 2 mos
Thinkorswim Advisors, INC.
April 2007 - September 2011 · 4 yrs 5 mos
Thinkorswim, INC.Broker
December 2002 - May 2010 · 7 yrs 5 mos
Abn Amro Financial Services, INC.Broker
October 2001 - January 2003 · 1 yr 3 mos
Independence One Brokerage Services, INC.Broker
January 1990 - October 2001 · 11 yrs 9 mos
Painewebber IncorporatedBroker
July 1988 - May 1989 · 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.