Gunn & Company Investment Management, Inc.
Gunn & Company Investment Management, Inc. is an SEC-registered wealth manager in Jacksonville, FL with $213.5M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Gunn & Company Investment Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120084, SEC 801-112077, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $213.5M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Jacksonville, FL
- Employees
- 5
- Clients
- 183
- CRD
- 120084
- Ownership
- KELLY, SUSAN, RAE; MORRELL, RENEE, LYNN; DEJONG, RENEE, LYNN; BARLEY, DAVID, PATRICK; MARTIN, SONNY, FRED
How much AUM does Gunn & Company Investment Management, Inc. have?
Gunn & Company Investment Management, Inc. reported $213.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Gunn & Company Investment Management, Inc.?
Disclosed owners and executives of Gunn & Company Investment Management, Inc. include KELLY, SUSAN, RAE, MORRELL, RENEE, LYNN, DEJONG, RENEE, LYNN, BARLEY, DAVID, PATRICK, MARTIN, SONNY, FRED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.