$53.4M Total AUM
$53.4M Disc. AUM
-- 3Y CAGR
2 Employees
13 ADV. Clients
22 yrs Firm Age
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- Custodian
- Morgan Stanley · Principal · State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-2003
- Office Locations
- 2
Office Locations
1114 State Street Santa Barbara CA
-- Oakland CA
About Dunvegan Associates INC
Dunvegan Associates INC is a Santa Barbara-based RIA with 2 offices. The firm has been operating for 22 years. Managing $53.4M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and Principal.
Team overview
-- AVG AGE
$53.4M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
5.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
A
ALVIN CRAWFORD MOORE JR
Chief Compliance Officer, President
- CRD
- #1163038
- Ownership
- 75% or more
Available
Available
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N
Nicholas Baxter Bell Mr
--
- CRD
- #7792629
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,385,546 | $4,030,449 |
| Non-Discretionary | $0 | -- |
| Total | $53,385,546 | $4,030,449 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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