CRD: 120084
Gunn & Company Investment Management, Inc.
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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-05-1997
- Office Locations
- 1
Office Locations
About Gunn & Company Investment Management, Inc.
Gunn & Company Investment Management (GCIM) is a Jacksonville, FL wealth manager delivering holistic financial planning and portfolio guidance built on long-term, goals-based investing and ongoing client education. The firm emphasizes fiduciary standards associated with CPAs and transparent, bias-free advice. Portfolios lean heavily on ETFs and public funds; supports retail and institutional relationships and can custody via Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARSHALL DEAN GUNN JR
President
- CRD
- #1210021
- Ownership
- 25% but less than 50%
SHAWN JOSEPH MCCABE
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Principal
- CRD
- #5440059
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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SUSAN RAE HUGHES
Chairman
- CRD
- #2450665
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,528,643 | $493,138 |
| Non-Discretionary | $0 | -- |
| Total | $213,528,643 | $493,138 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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