Investment adviser · CRD 112070
DUNTON AMMON GRESHAM JR
Investment adviser filing (IA)
WHITE STONE, VA, United States · Form ADV filed Apr 9, 2024
- Regulatory AUM
- $214M Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 12 | $137,754,774 | 64.3% |
| Other clients | Fewer than 5 | $71,784,713 | 33.5% |
| Corporations & businesses | Fewer than 5 | $4,671,236 | 2.2% |
Filing source
Form ADV 1862997 · Apr 9, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 9, 2024. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
678 RAPPAHANNOCK DRWHITE STONE, VA, 22578-0005, United States
CRD 112070
Filing source
Form ADV 1862997 · Apr 9, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.