linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Helena Natalia Dougall

Dunnavan & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Helena? Claim Your Profile

About Helena Natalia Dougall

Helena Natalia Dougall is an Investment Advisor Representative at Dunnavan & Co. Helena has been in the industry since December 2013. Helena is registered with the state of Minnesota and has 0 approved SRO registrations, 0 approved FINRA registrations and 0 approved state registrations. Helena specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Financial Planning.

Firm Information

Helena Dougall is currently registered with Dunnavan & Co.. Dunnavan & Co. is an investment advisor headquartered in Minneapolis, Minnesota. The firm manages approximately $383.8 million in assets for a range of clients including individuals, charities, pension plans and corporations. They provide financial planning and portfolio management services.
Dunnavan & Co.

43 MAIN STREET S.E.

MINNEAPOLIS, MN 55414

$383.81M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Helena Dougall’s Registration & Firm History

MN

01/13/2014 - Present

Dunnavan & Co. (MINNEAPOLIS MN)

Not sure if Helena Natalia Dougall is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Helena Natalia Dougall.
Not sure if Helena Natalia Dougall is right for you?