Charles Ryan Dunn

Portside Wealth Group, LLC

22 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Portside Wealth Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

49 advisors

Number of Clients

5,384 clients

Average Client Portfolio

$209K average

Assets Under Management

$1.1B

Fee Structure

Location

3507 N University Ave, Suite 150, Provo, UT, 84604

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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.

Other Business ActivitiesSells Insurance

Charles is a professor at Weber State University since 2015, teaching undergraduate courses. Since 2016, he also works as an insurance agent, offering fixed life and annuities, dedicating minimal time to this activity.