DUNVEGAN ASSOCIATES INC

Overview

Dunvegan Associates Inc. is a privately owned corporate advisory firm that manages investment portfolios for individuals and small businesses. The firm’s primary activity is discretionary portfolio management, and its client base is concentrated on individual and family relationships rather than institutional mandates. Compensation is a combination of a percentage of assets under management and performance-based fees. According to available records, Dunvegan does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives