Dunn Rush & Co LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
150769
Registered since
January 25, 2010

Firm profile

FINTRX

Overview

Dunn Rush & Co LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm is listed as SEC-registered since 2010 and is owned by an individual. Available regulatory/profile fields indicate it does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. FINTRX also flags the firm as neither a pension consultant nor a related adviser to another registered entity. FINTRX does not provide detail on the firm's specific business lines, advisory activities, client types, or fee arrangements. Given its investment-bank classification and the lack of reported advisory activity, the firm’s primary focus is likely on transactional or capital-markets work rather than traditional discretionary wealth management, although the record is too sparse to confirm a definitive business model.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Kevin Dunn

    Kevin Dunn

    Senior Managing DirectorCRD 1920942

  • Gregory Rush

    Gregory Rush

    PartnerCRD 2958418

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
75 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth