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DUNVEGAN ASSOCIATES INC
CRD 108603 · SEC 801-11453
1114 STATE STREET, SANTA BARBARA, CA, 93101, United States
Phone
805-969-5432
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.4M
Discretionary AUM
$53.4M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $53.4M |
All web addresses on file
Official SEC filing: View on IAPD