Dunnavan & Co. - Investment Advisers

About Dunnavan & Co.

C. C. Dunnavan & Co., Inc., which does business as Dunnavan & Co., is an investment adviser based in Minneapolis, Minnesota. The firm is registered with the U.S. Securities and Exchange Commission and reports regulatory assets under management of $392.68 million. It has six employees and is one of the investment advisers in Minnesota in this directory. The firm manages stock and bond portfolios built around each client's goals, supported by research. Investment decisions are made by the firm and carried out through a broker and custodian the client chooses. The firm says it considers each client's income needs, risk tolerance, and time horizon when making those decisions. The firm describes its philosophy as building meaningful client relationships. It has also warned that people posing as its employees have contacted investors through WhatsApp, and it states that it does not offer investments or investment advice through that app. The firm is also listed in the US investment advisers directory.

Key Facts

Assets Under Management

$392.68M

Employees

6

SEC File Number

801-14602