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Dunvegan Associates Inc (Santa Barbara)


Dunvegan Associates Inc is an adviser based in Santa Barbara. It manages $24.18 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, North Carolina, and Virginia.

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Dunvegan Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dunvegan Associates: assets under management

The assets under management (AUM) of Dunvegan Associates Inc is $24.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dunvegan Associates Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Barbara

The principal office where Dunvegan Associates Inc performs its advisory services is located at 1114 State Street, Santa Barbara, CA 93101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-969-5432 or by fax 805-278-0502. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at dunvegan.com.


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