Gunn & Company Investment Management, Inc.
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 120084
- Registered since
- November 27, 2017
- Website
- www.gunncoim.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.64%
- Individuals20.35%
- Pension & Profit Sharing Plans3.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gunn & Company Investment Management, Inc. is an independently owned registered investment adviser that enrolled with the SEC in 2017. The firm operates as a corporation focused on discretionary portfolio management for both individuals and families as well as for small businesses and institutions. Its revenue model is fee-based, calculated as a percentage of assets under management. Gunn & Company identifies equities — particularly exchange-traded securities — as its primary preference and does not position itself as an ESG-focused manager. The firm lists an accounting affiliation among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds1%
- Other1%
Owners & executives
1 of 1
Susan Hughes
Chief Compliance OfficerCRD 2450665
Contacts
3 of 4
Shawn Mccabe
Investment Adviser RepresentativeCRD 5440059
Marshall Gunn
Founding PartnerCRD 1210021
Renee Morrell
Vice PresidentCRD 2450658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$31.8M in ETFs
73%
$23.3M
27%
$8.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $4.8M | 9,795 | 15.01% |
Location
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 13901 Sutton Park Dr S
- Time zone
- ET (UTC-5)
- Office locations
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