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DUNNAVAN & CO.
43 Main Street S.E.
Suite 506
Minneapolis, Minnesota 55414
Tel: (612) 630-1101
About DUNNAVAN & CO.
DUNNAVAN & CO, formally registered with the SEC as DUNNAVAN & CO. The firm was established in 06/01/1979. They have over 1 offices throughout the country.
DUNNAVAN & CO. is a Minneapolis, Minnesota based Financial Planning firm with nearly $383,808,388 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109058 |
| SEC# | 801-14602 |
| Assets Managed by Firm | $383,808,388 |
| No. of Clients | 264 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 264 | $383,808,388 |
| Individuals (other than high net worth individuals) | 186 | $56,336,195 |
| High net worth individuals | 75 | $246,290,532 |
| Pension and profit sharing plans | 1 | $5,013,771 |
| Charitable organizations | 2 | $76,167,890 |
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