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GURNEE GROUP, LLC
CRD 330771
1 SOUTH ERIE STREET, UNIT 213, TOLEDO, OH, 43604, United States
Phone
419-318-9082
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.7M
Discretionary AUM
$21.7M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.3M |
| High net worth individuals | 4 | $6.8M |
| Pooled investment vehicles | 1 | $13.6M |
All web addresses on file
Official SEC filing: View on IAPD