Joseph Gunnar & Co LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
38
Avg account
$0

Firm details

Headquarters
Uniondale, New York
CRD number
24795
Registered since
March 23, 2026
Custodians
RBC CAPITAL MARKETS, LLC

Firm profile

FINTRX

Overview

Joseph Gunnar & Co LLC is organized as a limited liability company and is classified in public filings as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not report active ESG investing, and is not described as a multi-state adviser, pension consultant, or related adviser in available records. Public disclosures about its broader business activities and advisory scope are limited, though its filings show use of private placement vehicles (see Investments & Alternatives).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 2%, Private Funds 2%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds2%
  • Private Funds2%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Uniondale, NY

Nassau

Location

Uniondale, NY

Headquartered in Uniondale, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
1000 Rxr Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth