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Home > Retirement Planners > florida > jacksonville > GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
13901 Sutton Park Drive South
Suite 130
Jacksonville, Florida 32224
Tel: 904-296-2025
About GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
GUNN & COMPANY INVESTMENT MANAGEMENT, INC, formally registered with the SEC as GUNN & COMPANY INVESTMENT MANAGEMENT, INC. The firm was established in 11/27/2017. They have over 1 offices throughout the country.
GUNN & COMPANY INVESTMENT MANAGEMENT, INC. is a Jacksonville, Florida based Financial Planning firm with nearly $194,512,152 assets under management, offering retirement planning & investment advisory services to 412 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120084 |
| SEC# | 801-112077 |
| Assets Managed by Firm | $194,512,152 |
| No. of Clients | 412 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 412 | $194,512,152 |
| Individuals (other than high net worth individuals) | 107 | $32,519,651 |
| High net worth individuals | 57 | $156,154,579 |
| Pension and profit sharing plans | 10 | $5,539,675 |
| Charitable organizations | 1 | $4,580 |
| Corporations or other businesses | 1 | $293,667 |
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