Dunvegan Associates Inc.
Dunvegan Associates Inc. (CRD# 108603) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $24,182,695 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$4,030,449
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
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.