JOSEPH GUNNAR & CO., LLC

1000 Rxr Plaza
10th Floor
Uniondale, New York 11556
Tel: 212-440-9600

About JOSEPH GUNNAR & CO., LLC

JOSEPH GUNNAR & CO, LLC, formally registered with the SEC as JOSEPH GUNNAR & CO, LLC. The firm was established in 05/04/2021. They have over 7 offices throughout the country.

JOSEPH GUNNAR & CO., LLC is a Uniondale, New York based Financial Planning firm with nearly $31,018,138 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	24795
SEC#	801-121064
Assets Managed by Firm	$31,018,138
No. of Clients	78
No. of Advisors	60

Fee Structure

A percentage of AUM
Other (SHARE IN FEES PAID TO TPMMS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	78	$31,018,138
Individuals (other than high net worth individuals)	78	$31,018,138

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