GUNN FINANCIAL ADVISORS, LLC

Overview

Gunn Financial Advisors, LLC is a small, individual-owned advisory firm organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges either a percentage of assets under management or fixed fees and does not identify as an active ESG investor. Investment activity is concentrated in publicly traded equities and exchange-traded instruments; the firm expresses a clear preference for equity exposures and implements client portfolios primarily through separately managed accounts and liquid pooled vehicles. Custody is centralized at Charles Schwab & Co., Inc., and the firm operates from two office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices