DUNVEGAN ASSOCIATES INC
CRD #108603 SEC #801-11453 SANTA BARBARA, CA 805-969-5432
SEC Registered
Total AUM
$24.2M
Discretionary
$24.2M
Employees
0
Clients
0
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2017 | $24.2M | $24.2M | $0 | 1 | 1 |
| Jul 2017 | $24.2M | $24.2M | $0 | 1 | 1 |
| Jul 2017 | $24.2M | $24.2M | $0 | 1 | 1 |
| Jun 2017 | $24.2M | $24.2M | $0 | 1 | 1 |
| Jun 2017 | $24.2M | $24.2M | $0 | 1 | 1 |
| Jun 2017 | $24.2M | $24.2M | $0 | 0 | 1 |
| Apr 2017 | $25.4M | $22.6M | $2.7M | 1 | 200 |
| Mar 2017 | $25.4M | $22.6M | $2.7M | 1 | 200 |
| Mar 2016 | $236M | $235.6M | $310.3K | 2 | 200 |
| Apr 2015 | $188.6M | $188.6M | $0 | 6 | 200 |
| Mar 2014 | $233.4M | $228.7M | $4.6M | 6 | 200 |
| Mar 2013 | $210.1M | $205.9M | $4.3M | 6 | 200 |
| Mar 2012 | $217M | $212.6M | $4.3M | 6 | 200 |
| Apr 2011 | $212.2M | $205.9M | $6.2M | 10 | -- |
| Mar 2011 | $212.2M | $205.9M | $6.2M | 10 | -- |
| Mar 2009 | $204.2M | $198.3M | $6M | 10 | -- |
| Mar 2007 | $216M | $205.3M | $10.7M | 5 | -- |
| Sep 2005 | $95.2M | $95.2M | $0 | 5 | -- |
| Mar 2004 | $66.6M | $66.6M | $0 | 5 | -- |
| Mar 2002 | $50.7M | $50.7M | $0 | 5 | -- |
DateJul 2017
Total AUM$24.2M
Discretionary$24.2M
Non-Disc.$0
Employees1
Clients1
DateJul 2017
Total AUM$24.2M
Discretionary$24.2M
Non-Disc.$0
Employees1
Clients1
DateJul 2017
Total AUM$24.2M
Discretionary$24.2M
Non-Disc.$0
Employees1
Clients1
DateJun 2017
Total AUM$24.2M
Discretionary$24.2M
Non-Disc.$0
Employees1
Clients1
DateJun 2017
Total AUM$24.2M
Discretionary$24.2M
Non-Disc.$0
Employees1
Clients1
DateJun 2017
Total AUM$24.2M
Discretionary$24.2M
Non-Disc.$0
Employees0
Clients1
DateApr 2017
Total AUM$25.4M
Discretionary$22.6M
Non-Disc.$2.7M
Employees1
Clients200
DateMar 2017
Total AUM$25.4M
Discretionary$22.6M
Non-Disc.$2.7M
Employees1
Clients200
DateMar 2016
Total AUM$236M
Discretionary$235.6M
Non-Disc.$310.3K
Employees2
Clients200
DateApr 2015
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$233.4M
Discretionary$228.7M
Non-Disc.$4.6M
Employees6
Clients200
DateMar 2013
Total AUM$210.1M
Discretionary$205.9M
Non-Disc.$4.3M
Employees6
Clients200
DateMar 2012
Total AUM$217M
Discretionary$212.6M
Non-Disc.$4.3M
Employees6
Clients200
DateApr 2011
Total AUM$212.2M
Discretionary$205.9M
Non-Disc.$6.2M
Employees10
Clients--
DateMar 2011
Total AUM$212.2M
Discretionary$205.9M
Non-Disc.$6.2M
Employees10
Clients--
DateMar 2009
Total AUM$204.2M
Discretionary$198.3M
Non-Disc.$6M
Employees10
Clients--
DateMar 2007
Total AUM$216M
Discretionary$205.3M
Non-Disc.$10.7M
Employees5
Clients--
DateSep 2005
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$0
Employees5
Clients--