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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| C C Dunnavan & Co Inc
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|---|---|
| CRD # | 109058 |
| SEC # | 801-14602 |
| CIK # | |
| AUM | $391.9 M (2025-03-06) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 612-630-1101 |
| Address | 43 Main Street SE Minneapolis, MN 55414 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 48.4 |
| (b) Individuals (high net worth individuals) | 74 | 257.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.2 |
| (h) Charitable organizations | 2 | 79.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 243 | 391.9 |
| By Discretionary | ||
| Discretionary | 243 | 391.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 243 | 391.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 391.9 | |
| Total | 243 | 391.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Asset Management Corp
✚
|
NY | 0.4 |
|
Bridge City Capital LLC
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|
OR | 0.4 |
|
Newton One Investments LLC
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DE | 0.4 |
|
Pacific Ridge Capital Partners LLC
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|
OR | 0.4 |
|
Planned Financial Services LLC
✚
|
OH | 0.4 |
|
Ceera Investments LLC
✚
|
0.4 | |
|
Coquina Private Wealth LLC
✚
|
FL | 0.4 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.4 |
|
Sharp Wealth Advisory LLC
✚
|
PA | 0.4 |
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 0.4 |