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GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
JACKSONVILLE, FL
904-296-2025
SEC #801-112077Total AUM
$213.5M
Employees
5Clients
183Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13901 SUTTON PARK DRIVE SOUTH
SUITE 130
JACKSONVILLE
FL 32224
United States
SUITE 130
JACKSONVILLE
FL 32224
United States
Operating Hours
9 AM - 5 PM
MONDAY - THURSDAY; FRIDAY 9AM - 1PM
MONDAY - THURSDAY; FRIDAY 9AM - 1PM
Phone
904-296-2025
Financials
Total AUM
$213.5M
Accounts
433Discretionary
$213.5M
Accounts
433Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
114AUM
$43.5M
HNW Individual Clients
58AUM
$163.6M
Pension/Profit Sharing Plan Clients
10AUM
$6.4M
Charitable Organization Clients
1AUM
$1.3K
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Court Injunction (Past 10 Years)Court Violation FindingMisdemeanor Conviction ChargePending Civil ProceedingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
FLGANCTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.