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Building 2DUNVEGAN ASSOCIATES INC

Map pinSANTA BARBARA, CA
Phone805-969-5432
NotebookSEC #801-11453
Total AUM
$24.2M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1114 STATE STREET
SANTA BARBARA
CA 93101
United States
Operating Hours
9-5
Monday - Friday
Phone
805-969-5432

ReceiptFinancials

Total AUM
$24.2M
Accounts
6
Discretionary
$24.2M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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