|
⚲
|
| C C Dunnavan & Co Inc
✚
|
|
|---|---|
| CRD # | 109058 |
| SEC # | 801-14602 |
| CIK # | |
| AUM | $351.4 MM (2023-03-20) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 612-630-1101 |
| Address | 43 Main Street SE Minneapolis, MN 55414 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 56.6 |
| (b) Individuals (high net worth individuals) | 68 | 219.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.7 |
| (h) Charitable organizations | 2 | 70.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 351.4 |
| By Discretionary | ||
| Discretionary | 539 | 351.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 539 | 351.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.4 | |
| Total | 539 | 351.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Planned Financial Services LLC
✚
|
OH | 0.4 |
|
Adirondack Financial Services Corp
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|
NY | 0.4 |
|
Wealth Management Solutions LLC
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PA | 0.4 |
|
Seed Planning Group LLC
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|
NY | 0.4 |
|
Modus Advisors LLC
✚
|
MN | 0.4 |
|
Cerro Pacific Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Florek Financial LLC
✚
|
MA | 0.4 |
|
Ledge Wealth Management Inc
✚
|
MN | 0.4 |
|
Cresap Inc
✚
|
PA | 0.4 |
|
10th Mountain LLC
✚
|
OH | 0.4 |