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Gunn & Company Investment Management Inc
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CRD # | 120084 |
SEC # | 801-112077 |
CIK # | 0002000490 |
AUM | $167.6 MM (2024-07-31) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 904-296-2025 |
Address | 13901 Sutton Park Drive South Jacksonville, FL 32224 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 110.0 | |
MSFT | 1,918,222.4 | 92.9 | |
GOOG | 1,482,566.4 | 87.8 | |
JPM | 340,169.2 | 77.0 | |
WMT | 335,434.5 | 73.7 | |
HD | 277,648.0 | 70.7 | |
UNH | 477,004.0 | 51.1 | |
COST | 207,576.9 | 49.3 | |
V | 419,260.5 | 44.8 | |
MCD | 179,584.2 | 44.8 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 104 | 23.8 |
(b) Individuals (high net worth individuals) | 55 | 139.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 9 | 3.9 |
(h) Charitable organizations | 1 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 396 | 167.6 |
By Discretionary | ||
Discretionary | 396 | 167.6 |
Non-Discretionary | 0 | 0.0 |
Total | 396 | 167.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 167.6 | |
Total | 396 | 167.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0002000490] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ballast Asset Management LP
✚
|
TX | 0.2 |
Banyan Global Investment Advisors LLC
✚
|
FL | 0.2 |
GEA Sphere LLC
✚
|
RI | 0.2 |
Cerda Munoz Advisors Inc
✚
|
CA | 0.2 |
Echo45 Advisors LLC
✚
|
CA | 0.2 |
ECON Financial Services Corporation
✚
|
PA | 0.2 |
Browning Capital Management LLC
✚
|
OR | 0.2 |
Mosaic Wealth Management LLC
✚
|
GA | 0.2 |
Knowledge Leaders Capital LLC
✚
|
CO | 0.2 |
Altamont Wealth Management Inc
✚
|
CA | 0.2 |