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).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $4,030,449
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.

CA

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.