Dunvegan Associates Inc.

Dunvegan Associates Inc. (CRD# 108603) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $235,951,081 in 198 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $1,191,672
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AZ, CA, FL, MN, NC, TX, VA

Financial Advisors at Dunvegan Associates Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alvin C. Moore
CRD#: 1163038
1114 State Street, Santa Barbara, CA 93101
87
Wealthminder
score

Alvin Moore (CRD# 1163038) is an Investment Advisor Representative working at Dunvegan Associates Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry.

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