$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- Zenith ridge
- Established Date
- 12-08-2016
- Office Locations
- 1
Office Locations
3928 Clarks Creek RD Plainfield IN
About Gunnell Financial Planning
Gunnell Financial integrates accounting and business planning, tax work, retirement investing, and insurance planning for individuals and business owners, including 401(k)/pension rollovers to IRAs and retirement plan setup for the self-employed. Public filings indicate an ETF-heavy discretionary portfolio with custody through Charles Schwab.
Team overview
51 AVG AGE
$7.9M AVG AUM / ADVISOR
$131.8K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Legacy glacier Atlas vertex
Investment Themes
Capital vector Glacier north Wave
Investment Vehicles
Vertex glacier
Services
Vital ember Insight Zenith Radial summit Momentum Bridge Beacon Peak
Technology
Peak
Owner & Executives
EDWARD LEE GUNNELL II
Owner, President
- CRD
- #2435897
- Ownership
- 75% or more
(318) 815-4768
quantum.element@momentumcapital.com
in linkedin.com/in/insight-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,910,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,910,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,910,000
Equity - Exchange:
54.6% Cash:
45.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $354,192,269 | 54.6% |
| Cash | $294,511,521 | 45.4% |
| Total | $648,703,790 | 100.0% |