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Building 2JOSEPH GUNNAR & CO., LLC

Map pinUNIONDALE, NY
Phone212-440-9600
NotebookSEC #801-121064
Total AUM
$34M
Employees
50
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 RXR PLAZA
10TH FLOOR
UNIONDALE
NY 11556
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
212-440-9600
Other Offices
5

ReceiptFinancials

Total AUM
$34M
Accounts
68
Discretionary
$25.1M
Accounts
52
Non-Discretionary
$8.9M
Accounts
16

ContactClients

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Individual Clients
53
AUM
$34M
HNW Individual Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN FEES PAID TO TPMMS

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CADCLAMDNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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