Unclaimed Profile

Charles C Dunnavan

C. C. DUNNAVAN & CO., INC.·MINNEAPOLIS, Minnesota

Clean record12 years registeredC. C. DUNNAVAN & CO., INC.

43 MAIN STREET S.E., MINNEAPOLIS, MN 55414CRD# 4350620Firm CRD# 109058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles C Dunnavan · MINNEAPOLIS, MN

Registration

CRD #4350620 · C. C. DUNNAVAN & CO., INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: C. C. DUNNAVAN & CO., INC.

DUNNAVAN & CO.

Jan 2014 – Jan 2021

MINNEAPOLIS, MN

Registrations & Exams

Registration record

First registered · January 27, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C. C. DUNNAVAN & CO., INC.

CRD 109058 · SEC 801-14602

AUM

$384M

Regulatory assets under management

Employees

264 client accounts

Services offered by C. C. DUNNAVAN & CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at C. C. DUNNAVAN & CO., INC. →

Introduction

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Frequently Asked Questions

What services does Charles C Dunnavan offer?

Charles C Dunnavan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Charles C Dunnavan's credentials?

Charles C Dunnavan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles C Dunnavan located?

Charles C Dunnavan is based in MINNEAPOLIS, Minnesota, last registered with C. C. DUNNAVAN & CO., INC..

How does Charles C Dunnavan charge for services?

Charles C Dunnavan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C. C. DUNNAVAN & CO., INC.?

C. C. DUNNAVAN & CO., INC. has approximately 7 employees and manages $384M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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