Gunn & Co Asset Management Inc
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 104750
- Custodians
- HILLTOP SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI69.19%
- Pooled Investment Vehicles17.57%
- Charitable Organizations9.25%
- Individuals3.99%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Gunn & Co Asset Management Inc is organized as a corporation that operates with a hedge-fund orientation while serving both high-net-worth individuals/families and institutional clients. The firm provides portfolio management for individual and small-business accounts as well as for pooled investment vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees and other fee arrangements. Gunn & Co does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Equities80%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents5%
Contacts
1 of 1Robert Gunn
PrincipalCRD 720257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 200 Austin Hwy
- Time zone
- CT (UTC-6)
- Office locations
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