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C C Dunnavan & Co Inc
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CRD # | 109058 |
SEC # | 801-14602 |
CIK # | |
AUM | $383.8 MM (2024-03-14) |
Employees | 7 (71% Investors, 0% Brokers) |
Phone | 612-630-1101 |
Address | 43 Main Street SE Minneapolis, MN 55414 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 186 | 56.3 |
(b) Individuals (high net worth individuals) | 75 | 246.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 5.0 |
(h) Charitable organizations | 2 | 76.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 264 | 383.8 |
By Discretionary | ||
Discretionary | 264 | 383.8 |
Non-Discretionary | 0 | 0.0 |
Total | 264 | 383.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 383.8 | |
Total | 264 | 383.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cardinal Capital Management LLC
✚
|
CT | 0.4 |
Matheson & Rock Wealth Management LLC
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|
IA | 0.4 |
Keeney Financial Group Inc
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|
MD | 0.4 |
FFG Partners LLC
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|
FL | 0.4 |
Novapoint Capital LLC
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|
GA | 0.4 |
Adkins Seale Capital Management LLC
✚
|
LA | 0.4 |
Aquire Wealth Advisors LLC
✚
|
UT | 0.4 |
Claraphi Advisory Network LLC
✚
|
CA | 0.4 |
Wealthone LLC
✚
|
NY | 0.4 |
Courage Miller Partners LLC
✚
|
VA | 0.4 |