GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- JACKSONVILLE, Florida
- CRD number
- 120084
- Registered since
- November 27, 2017
- Website
- www.gunncoim.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.64%
- Individuals20.35%
- Pension & Profit Sharing Plans3.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gunn & Company Investment Management, Inc. is an SEC-registered investment adviser (registered in 2017) that manages portfolios for individuals, families and institutions with a clear tilt toward equity-oriented strategies. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio management for both individuals/small businesses and for business or institutional clients. Its filings indicate a preference for exchange-traded equities as the principal allocation vehicle, supplemented by ETFs for implementation and liquidity. The adviser is not an active ESG investor and is organized as an individually owned corporation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities63%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds1%
- Other1%
Owners & executives
1 of 1SUSAN HUGHES
Chief Compliance OfficerCRD 2450665
Contacts
3 of 4RENEE MORRELL
Vice PresidentCRD 2450658
SHAWN MCCABE
Investment Adviser RepresentativeCRD 5440059
Elizabeth DeWitt
Client Relationship OfficerCRD 7307392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$31.8M in ETFs
73%
$23.3M
27%
$8.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $4.8M | 9,795 | 15.01% |
Location
JACKSONVILLE, FL
DUVAL
Location
JACKSONVILLE, FL
Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 13901 Sutton Park Dr S
- Time zone
- ET (UTC-5)
- Office locations
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