C.C. Dunnavan & Co. Investment Counsel
Company Management

C.C. Dunnavan & Co. Investment Counsel

Investment Management 43 Main Street Se 5 employees
Employees
5
Contacts
3
Emails
3
Phones
1
dunnavan.com LinkedIn

C.C. Dunnavan & Co. Investment Counsel Overview

Headquarters
43 Main Street Se
Phone Number
Available in AeroLeads
Website
dunnavan.com
Industry
Investment Management
Employees
5
Founded
1979
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Keywords
Investment Management Equities Fixed Income Value Investing

About C.C. Dunnavan & Co. Investment Counsel

Since 1979, Dunnavan & Co. has created and managed custom investment portfolios using our proprietary stock and bond analysis and selection process. Our portfolio management team specializes in educating our clients and their families about the esoteric world of investments and works alongside related professionals to help them achieve their overall financial goals. Our client base consists mainly of high net worth (> $1 million in investable assets) individuals, families, and institutions. We've provided investment management to a diverse set of clients across the US, including: ◆Small Business Owners ◆Corporate Executives ◆Charitable individuals ◆Non-traditional families ◆Family Foundations ◆Supplemental Needs Trusts & Special Needs Clients ◆Pension Funds ◆Nonprofit Institutions ◆Religious Foundations Dunnavan is an SEC-Registered Investment Advisor.

C.C. Dunnavan & Co. Investment Counsel Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

C.C. Dunnavan & Co. Investment Counsel Org Chart

Sample employees and titles
Name Title Contact
Tom Larson Vice President Dunnavan & Co.
Email Phone
Lloyd Hudson Chief Compliance Officer at C. C
Email
Christopher Dougall President at C.c. Dunnavan & Co., Inc.
Email
Bradley Cohen Business Fellow - Presidential Scholar
View

Employees by Management Level

Executive 3 profiles
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1

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