Dakota
Dakota
Book a Demo
Talk to an Expert

Gunn & Company Investment Management, Inc.

EST. AUM
$213,528,643

CONTACTS
2

CLIENT ACCOUNTS
433

Firm Details

Metro area Jacksonville
CRD Number 120084
Website gunncoim.com
Client types

Overview

Gunn & Company Investment Management, Inc. is a Florida-based SEC-registered investment adviser headquartered in Jacksonville. Established in 1996, the firm provides discretionary portfolio management and financial advisory services primarily to individuals, high-net-worth individuals, retirement plans, and small businesses. The firm manages approximately $194 million in regulatory assets under management across 412 accounts. Services include portfolio construction, asset allocation, and investment management using primarily exchange-traded equity securities and registered investment companies. The firm operates as a corporation and delivers customized investment strategies tailored to client objectives, risk tolerance, and long-term financial planning needs. Fidelity Brokerage Services LLC serves as primary custodian.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy