DBA: DUNNAVAN & CO.
| Total AUM | $392.7M |
| Discretionary | $392.7M100% of AUM |
| Client Accounts | 231 |
| Avg Account Size | $1.7M |
| Employees | 6 |
| Peak AUM | $426.3MMar 2022 |
| AUM CAGR | +2.2% /yrover 25 yrs · 46 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $393M | +0.2% | +3.8% | 0.4% | |
| Discretionary AUM | $393M | ||||
| Total AUM | $392.7M |
| Discretionary | $392.7M |
| Employees | 6 |
| Client Accounts | 231 |
| Client Range | 101-250 |
Address
43 MAIN STREET S.E.
MINNEAPOLIS MN 55414
Phone
(612) 630-1101
Filing History
46 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$393M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$393M
| +0.2% |
| +3.8% |
| 0.4% |
| Total Accounts | 231 | 4.9% | 24.6% | 13.6% |
| Avg Account Size | $2M | +5.4% | +37.6% | +15.3% |
| Employees | 6 | 14.3% | 5.0% | 3.0% |
| AUM / Employee | $65M | +16.9% | +9.2% | +2.7% |
Client AUM Segments | |||||
| Wealth AUM | $318M | +3.8% | +4.8% | +0.8% | |
| Institutional AUM | $75M | 12.7% | 0.2% | 4.8% | |
Client Count Segments | |||||
| HNW Clients | 155 | 6.1% | 6.2% | 17.0% | |
| Institutional | 3 | 25.0% | 9.1% | 15.6% | |
| Individuals | 73 | 1.4% | +2.4% | 1.6% | |