C C Dunnavan & Co Inc

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Assets, Funds, Holdings

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C C Dunnavan & Co Inc
CRD #109058
SEC #801-14602
CIK #
AUM $383.8 MM (2024-03-14)
Employees 7 (71% Investors, 0% Brokers)
Phone612-630-1101
Address43 Main Street SE
Minneapolis, MN 55414
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
4503602701809002001200920172025
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
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Aquire Wealth Advisors LLC
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Courage Miller Partners LLC
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