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| Happy Holidays!! thanks for using AUM13F!! |
| Gunn & Company Investment Management Inc
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| CRD # | 120084 |
| SEC # | 801-112077 |
| CIK # | 0002000490 |
| AUM | $194.5 M (2025-04-22) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 904-296-2025 |
| Address | 13901 Sutton Park Drive South Jacksonville, FL 32224 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002000490 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| Ace Ltd | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Lockheed Martin Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Air Products & Chemicals Inc /DE/ | 0.0 | ||
| General Dynamics Corp | 0.0 | ||
| Accenture PLC | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Automatic Data Processing Inc | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| Illinois Tool Works Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Comcast Corp | 0.0 | ||
| United Parcel Service Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 32.5 |
| (b) Individuals (high net worth individuals) | 57 | 156.2 |
| (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 | 10 | 5.5 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 412 | 194.5 |
| By Discretionary | ||
| Discretionary | 412 | 194.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 412 | 194.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.5 | |
| Total | 412 | 194.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002000490] | |
| 13F-NT | [0002000490] |
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|---|---|---|
|
Echo45 Advisors LLC
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|
CA | 0.2 |
|
Aspirean Wealth LLC
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|
CA | 0.2 |
|
Financial Designs Wealth Management LLC
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FL | 0.2 |
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Capital Preservation Partners Inc
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NY | 0.2 |
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Caerus Investment Advisors LLC
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0.2 | |
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AIFG Consultants Ltd
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NY | 0.2 |
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Amore Ambro LLC
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0.2 | |
|
Hartmann Taylor Wealth Management LLC
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|
TX | 0.2 |
|
Avantra Family Wealth Inc
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|
PA | 0.2 |
|
Boyce & Associates Wealth Consulting Inc
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|
TX | 0.2 |