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Building 2DUNNAVAN & CO.

Map pinMINNEAPOLIS, MN
Phone(612) 630-1101
NotebookSEC #801-14602
Total AUM
$392.7M
Employees
6
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
43 MAIN STREET S.E.
SUITE 506
MINNEAPOLIS
MN 55414
United States
Operating Hours
8AM - 4:30PM
Monday - Friday
Phone
(612) 630-1101

ReceiptFinancials

Total AUM
$392.7M
Accounts
231
Discretionary
$392.7M
Accounts
231
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
155
AUM
$48M
HNW Individual Clients
73
AUM
$269.9M
Pension/Profit Sharing Plan Clients
1
AUM
$5.8M
Charitable Organization Clients
2
AUM
$68.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNNYTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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