Assets Under Management
$34.0M
Number of Clients
53
Number of Advisors
8
Average Client AUM
$641K
AUM per Advisor
$4.2M
Compensation
Fee-Only (AUM)
Joseph Gunnar & Co., LLC offers portfolio management services through a wrap fee program and selection of other advisers, recommending third-party money managers (TPMMs) via the Envestnet Asset Program. They monitor TPMM performance and can reallocate assets. Fees are shared with TPMMs, not exceeding 3% annually. The firm also operates as a broker-dealer, potentially creating conflicts of interest.
1000 Rxr Plaza, 10th Floor, Uniondale, NY, 11556