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GUNN & COMPANY INVESTMENT MANAGEMENT, INC.

CRD 120084 · SEC 801-112077

Visit website

13901 SUTTON PARK DRIVE SOUTH, SUITE 130, JACKSONVILLE, FL, 32224, United States

Phone

904-296-2025

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$213.5M

Discretionary AUM

$213.5M

Team

5 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-19

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals114$43.5M
High net worth individuals58$163.6M
Pension/profit sharing plans10$6.4M
Charitable organizations1$1K

States served

GA, NC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD