Dunvegan Associates Inc.
Dunvegan Associates Inc. (CRD# 108603) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $33,417,576 in 14 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Dunvegan Associates Inc.
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$2,386,970
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC, TX
Financial Advisors at Dunvegan Associates Inc.
1
Alvin Moore (CRD# 1163038) is an Investment Advisor Representative working at Dunvegan Associates Inc. in Santa Barbara, CA and has over 6 years of experience in the finance industry.
2
Nicholas Bell (CRD# 7792629) is an Investment Advisor Representative working at Dunvegan Associates Inc. in Oakland, CA and has 1 year of experience in the finance industry.
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