C. C. DUNNAVAN & CO., INC.
Legal name: DUNNAVAN & CO.
CRD #109058 SEC #801-14602 MINNEAPOLIS, MN (612) 630-1101
SEC Registered
Total AUM
$391.9M
Discretionary
$391.9M
Employees
7
Clients
101
Accounts
243
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $391.9M | $391.9M | $0 | 7 | 0 |
| Mar 2024 | $383.8M | $383.8M | $0 | 7 | 0 |
| Mar 2023 | $351.4M | $351.4M | $0 | 7 | 0 |
| Mar 2022 | $426.3M | $426.3M | $0 | 9 | 0 |
| Mar 2021 | $401.1M | $401.1M | $0 | 7 | 0 |
| Jan 2021 | $241.9M | $241.9M | $0 | 5 | 0 |
| Aug 2020 | $241.9M | $241.9M | $0 | 5 | 0 |
| Aug 2020 | $241.9M | $241.9M | $0 | 5 | 0 |
| Jul 2020 | $241.9M | $241.9M | $0 | 5 | 0 |
| Jun 2020 | $241.9M | $241.9M | $0 | 5 | 0 |
| May 2020 | $241.9M | $241.9M | $0 | 5 | 0 |
| Mar 2020 | $241.9M | $241.9M | $0 | 5 | 0 |
| Mar 2019 | $204.8M | $204.8M | $0 | 7 | 0 |
| Mar 2018 | $239.4M | $239.4M | $0 | 6 | 128 |
| Feb 2017 | $241.6M | $241.6M | $0 | 6 | 126 |
| Feb 2016 | $229.8M | $229.8M | $0 | 6 | 200 |
| Apr 2015 | $241.3M | $239.9M | $1.3M | 6 | 100 |
| Mar 2015 | $241.3M | $239.9M | $1.3M | 7 | 100 |
| Apr 2014 | $227.7M | $227.7M | $0 | 7 | 136 |
| Jan 2014 | $227.7M | $227.7M | $0 | 7 | 136 |
| Jan 2014 | $191.8M | $191.8M | $0 | 7 | 136 |
| Jan 2014 | $191.8M | $191.8M | $0 | 7 | 136 |
| Oct 2013 | $191.8M | $191.8M | $0 | 7 | 136 |
| Sep 2013 | $191.8M | $191.8M | $0 | 6 | 136 |
| Mar 2013 | $191.8M | $191.8M | $0 | 6 | 136 |
| Jan 2012 | $162.1M | $162.1M | $0 | 1 | 113 |
| Jul 2011 | $175.9M | $175.9M | $0 | 5 | -- |
| Jan 2008 | $266.7M | $213.6M | $53.1M | 10 | -- |
| Jan 2007 | $323.1M | $323.1M | $0 | 10 | -- |
| Mar 2006 | $326.3M | $326.3M | $0 | 10 | -- |
| Jun 2005 | $325.3M | $325.3M | $0 | 10 | -- |
| Mar 2004 | $300.6M | $300.6M | $0 | 10 | -- |
| Mar 2002 | $230M | $230M | $0 | 10 | -- |
DateMar 2025
Total AUM$391.9M
Discretionary$391.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$383.8M
Discretionary$383.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$426.3M
Discretionary$426.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$401.1M
Discretionary$401.1M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$204.8M
Discretionary$204.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees6
Clients128
DateFeb 2017
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees6
Clients126
DateFeb 2016
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees6
Clients200
DateApr 2015
Total AUM$241.3M
Discretionary$239.9M
Non-Disc.$1.3M
Employees6
Clients100
DateMar 2015
Total AUM$241.3M
Discretionary$239.9M
Non-Disc.$1.3M
Employees7
Clients100
DateApr 2014
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees7
Clients136
DateJan 2014
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees7
Clients136
DateJan 2014
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees7
Clients136
DateJan 2014
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees7
Clients136
DateOct 2013
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees7
Clients136
DateSep 2013
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees6
Clients136
DateMar 2013
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees6
Clients136
DateJan 2012
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees1
Clients113
DateJul 2011
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$266.7M
Discretionary$213.6M
Non-Disc.$53.1M
Employees10
Clients--
DateJan 2007
Total AUM$323.1M
Discretionary$323.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$326.3M
Discretionary$326.3M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees10
Clients--