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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Harbor insight
- Established Date
- 07-14-2022
- Office Locations
- 1
Office Locations
About Gunn Financial Advisors, LLC
Gunn Financial Advisors, LLC is a Florida RIA providing comprehensive wealth planning and investment management, including tax-smart strategies and guidance on retirement and estate planning. The team builds risk-tolerance-based portfolios designed to navigate market volatility, with a client focus that includes Tampa Bay retirees and pre-retirees. Accounts are accessed directly through the custodian (Schwab), reflecting a security-first, no-portal approach.
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Investment Themes
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Owner & Executives
PAIGE LORETTA GUNN
Chief Compliance Officer, Managing Member
- CRD
- #5131238
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,963,499 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,963,499 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,963,499
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,211,876,105 | 65.1% |
| Cash | $1,721,881,352 | 34.9% |
| Total | $4,933,757,457 | 100.0% |