Gunn & Company Investment Management, Inc.
Jacksonville, Florida
Gunn & Company Investment Management, Inc., a small investment advisory firm based in Jacksonville, FL, specializes in providing personalized financial solutions to their clients. With a team of four dedicated professionals, they offer comprehensive investment advisory services to a diverse client base.
Led by Susan Hughes and Marshall Gunn, two of the longest-tenured registered advisors with the firm, Gunn & Company Investment Management ensures that their clients receive expert guidance and support. Their team includes two investment advisors who collectively manage approximately $98,660,000 in assets under management, with an...
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Assets Under Mgmt
$132.38M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Self-regulatory organization found you made a false statement or omission
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
Enjoined by domestic or foreign court in connect with investment-related activities (10 years)
Found to be involved in a violation of investment-related activities by domestic or foreign court
Now the subject of a civil proceeding involving previous disclosures
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