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Gunn & Company Investment Management, Inc.

● SEC registered since 2017CRD 120084SEC# 801-112077Jacksonville, FL
Export (members)
Reg. AUM
$194.5M
Employees
5
Accounts
412
Location
Jacksonville, FL

Gunn & Company Investment Management, Inc. assets under management

Gunn & Company Investment Management, Inc. is an SEC-registered investment adviser based in Jacksonville, FL. The firm has been registered since 2017. It reports $194.5 million in regulatory assets under management and employs 5 people.

Gunn & Company Investment Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Elizabeth P Dewitt ControlShareholder5-10%2020
Marshall Dean Gunn ControlPresident25-50%1996
Renee Lynn Morrell ControlVice President10-25%2015
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Frequently asked questions

How much does Gunn & Company Investment Management, Inc. manage?

Gunn & Company Investment Management, Inc. reports $194.5 million in regulatory assets under management on its Form ADV.

How many employees does Gunn & Company Investment Management, Inc. have?

Gunn & Company Investment Management, Inc. reports 5 employees.

Where is Gunn & Company Investment Management, Inc. located?

Gunn & Company Investment Management, Inc. is based in Jacksonville, FL and has been SEC-registered since 2017.

Does Gunn & Company Investment Management, Inc. disclose fund performance?

Gunn & Company Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13901 Sutton Park Drive South, Suite 130, Jacksonville, FL 32224
Phone904-296-2025
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$194.5M
Non-discretionary$0
Total (RAUM)$194.5M