Overview
Assets Under Management: $195 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Frequently Asked Questions
GUNN & COMPANY INVESTMENT MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120084), GUNN & COMPANY INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
GUNN & COMPANY INVESTMENT MANAGEMENT, INC. is headquartered in JACKSONVILLE, FL.
GUNN & COMPANY INVESTMENT MANAGEMENT, INC. serves 57 high-net-worth clients according to their SEC filing dated January 08, 2025. View client details ↓
According to their SEC Form ADV, GUNN & COMPANY INVESTMENT MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GUNN & COMPANY INVESTMENT MANAGEMENT, INC. manages $195 million in client assets according to their SEC filing dated January 08, 2025.
According to their SEC Form ADV, GUNN & COMPANY INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 412
Discretionary Accounts: 412
Regulatory Filings
CRD Number: 120084
Last Filing Date: 2025-01-08 00:00:00
Website: https://mccabegunn.com