Gunn & Co Asset Management Inc

RIASEC Registered
Total AUM
$37.7M
Discretionary
$34.2M
91% of AUM
Avg account
$4.7M
Accounts
8
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 5%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Robert Gunn

    PrincipalCRD 720257

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth