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DUNNAVAN & CO.
C. C. DUNNAVAN & CO., INC.
CRD 109058 · SEC 801-14602
43 MAIN STREET S.E., SUITE 506, MINNEAPOLIS, MN, 55414, United States
Phone
(612) 630-1101
Fax
(612) 630-1151
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$392.7M
Discretionary AUM
$392.7M
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $48.0M |
| High net worth individuals | 73 | $269.9M |
| Pension/profit sharing plans | 1 | $5.8M |
| Charitable organizations | 2 | $68.9M |
States served
MN, NY, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD