Dunnavan C C & Co Inc (Minneapolis)

Name: Dunnavan C C & Co Inc
Address: 123 North Third Street, Minneapolis, MN, 55401
Telephone: 612-630-1101

Dunnavan C C & Co Inc is a large advisory firm based in Minneapolis. It manages $325.34 million of regulatory assets for 331 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 3 other states.

Dunnavan C C & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dunnavan C C &: assets under management

The assets under management (AUM) of Dunnavan C C & Co Inc is $325.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $325.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $982.9 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dunnavan C C & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dunnavan C C & Co Inc

Charles C Dunnavan has been acting as President since 1 Jun 1979. Christopher Richardson Dougall joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles C Dunnavan	President	1 Jun 1979	50% - 75%	4350620
Christopher Richardson Dougall	Sr. vice president	1 Jan 1996	25% - 50%	2439578
Charles C Dunnavan	Chairman of the board	1 Mar 2001	Other	4350620
Christopher Richardson Dougall	President	1 Mar 2001	75% - 100%	2439578

Based in Minneapolis

The principal office where Dunnavan C C & Co Inc performs its advisory services is located at 123 North Third Street, Minneapolis, MN 55401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-630-1101 or by fax 612-630-1151. The normal business hours are 8am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.dunnavan.com.