Dunnavan & Company

Dunnavan & Company (CRD# 109058) is a financial advisory firm headquartered in Minneapolis, MN. They manage $229,774,564 in 187 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $1,228,741
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IA, IL, MI, MN, NH, NY, TX, WA

Financial Advisors at Dunnavan & Company
Showing 1 - 4 of 4 top financial advisors.
1
Helena N. Dougall
CRD#: 6282926
43 Main Street S.e., Suite 506, Minneapolis, MN 55414
87
Wealthminder
score

Helena Dougall (CRD# 6282926) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 1 year of experience in the finance industry.

2
Charles C. Dunnavan
CRD#: 4350620
43 Main Street S.e., Suite 506, Minneapolis, MN 55414
87
Wealthminder
score

Charles Dunnavan (CRD# 4350620) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 1 year of experience in the finance industry.

3
Elizabeth A. Ullyot
CRD#: 6283053
43 Main Street S.e., Suite 506, Minneapolis, MN 55414
87
Wealthminder
score

Elizabeth Ullyot (CRD# 6283053) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 1 year of experience in the finance industry.

4
Christopher R. Dougall
CRD#: 2439578
43 Main Street S.e., Suite 506, Minneapolis, MN 55414
78
Wealthminder
score

Christopher Dougall (CRD# 2439578) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 1 year of experience in the finance industry.

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