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DUNNAVAN & CO.

MINNEAPOLIS, MN · CRD 109058 · IAPD ↗ · dunnavan.com · (612) 630-1101

$392.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — DUNNAVAN & CO. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.