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).
Total Assets Under Management236MILLION
Total Number of Accounts198ACCOUNTS
Average Account Value$1,191,672
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, MN, NC, TX, VA
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.