JOSEPH GUNNAR & CO., LLC
CRD #24795 SEC #801-121064 UNIONDALE, NY 212-440-9600
SEC Registered Broker-Dealer Disclosures
Total AUM
$34M
Discretionary
$25.1M
Employees
50
Clients
--
Accounts
68
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $34M | $25.1M | $8.9M | 50 | 0 |
| Mar 2025 | $34M | $25.1M | $8.9M | 50 | 0 |
| Jan 2025 | $31M | $20.9M | $10.1M | 60 | 0 |
| May 2024 | $31M | $20.9M | $10.1M | 60 | 0 |
| Mar 2024 | $31M | $20.9M | $10.1M | 60 | 0 |
| May 2023 | $28.7M | $14.5M | $14.2M | 65 | 0 |
| May 2023 | $28.7M | $14.5M | $14.2M | 65 | 0 |
| Apr 2023 | $28.7M | $14.5M | $14.2M | 65 | 0 |
| Mar 2023 | $28.7M | $14.5M | $14.2M | 65 | 0 |
| Mar 2023 | $28.7M | $14.5M | $14.2M | 65 | 0 |
| Jun 2022 | $32.2M | $16.7M | $15.5M | 74 | 0 |
| Apr 2022 | $32.2M | $16.7M | $15.5M | 74 | 0 |
| Apr 2022 | $32.2M | $16.7M | $15.5M | 74 | 0 |
| Apr 2022 | $32.2M | $16.7M | $15.5M | 74 | 0 |
| Mar 2022 | $32.2M | $16.7M | $15.5M | 74 | 0 |
| Feb 2022 | $30.5M | $17.5M | $13M | 64 | 0 |
| Apr 2021 | $30.5M | $17.5M | $13M | 64 | 0 |
| Mar 2021 | $30.5M | $17.5M | $13M | 64 | 0 |
| Jun 2015 | $5.2M | $2.5M | $2.6M | 55 | 11 |
| Mar 2015 | $5.2M | $2.5M | $2.6M | 55 | 11 |
| Mar 2015 | $97.6M | $3.7M | $93.9M | 74 | 11 |
| Mar 2014 | $97.6M | $3.7M | $93.9M | 74 | 11 |
| Jan 2014 | $25.6M | $3.1M | $22.6M | 86 | 11 |
| Mar 2013 | $25.6M | $3.1M | $22.6M | 86 | 11 |
| Oct 2012 | $50.8M | $2.8M | $48M | 51 | 11 |
DateApr 2025
Total AUM$34M
Discretionary$25.1M
Non-Disc.$8.9M
Employees50
Clients0
DateMar 2025
Total AUM$34M
Discretionary$25.1M
Non-Disc.$8.9M
Employees50
Clients0
DateJan 2025
Total AUM$31M
Discretionary$20.9M
Non-Disc.$10.1M
Employees60
Clients0
DateMay 2024
Total AUM$31M
Discretionary$20.9M
Non-Disc.$10.1M
Employees60
Clients0
DateMar 2024
Total AUM$31M
Discretionary$20.9M
Non-Disc.$10.1M
Employees60
Clients0
DateMay 2023
Total AUM$28.7M
Discretionary$14.5M
Non-Disc.$14.2M
Employees65
Clients0
DateMay 2023
Total AUM$28.7M
Discretionary$14.5M
Non-Disc.$14.2M
Employees65
Clients0
DateApr 2023
Total AUM$28.7M
Discretionary$14.5M
Non-Disc.$14.2M
Employees65
Clients0
DateMar 2023
Total AUM$28.7M
Discretionary$14.5M
Non-Disc.$14.2M
Employees65
Clients0
DateMar 2023
Total AUM$28.7M
Discretionary$14.5M
Non-Disc.$14.2M
Employees65
Clients0
DateJun 2022
Total AUM$32.2M
Discretionary$16.7M
Non-Disc.$15.5M
Employees74
Clients0
DateApr 2022
Total AUM$32.2M
Discretionary$16.7M
Non-Disc.$15.5M
Employees74
Clients0
DateApr 2022
Total AUM$32.2M
Discretionary$16.7M
Non-Disc.$15.5M
Employees74
Clients0
DateApr 2022
Total AUM$32.2M
Discretionary$16.7M
Non-Disc.$15.5M
Employees74
Clients0
DateMar 2022
Total AUM$32.2M
Discretionary$16.7M
Non-Disc.$15.5M
Employees74
Clients0
DateFeb 2022
Total AUM$30.5M
Discretionary$17.5M
Non-Disc.$13M
Employees64
Clients0
DateApr 2021
Total AUM$30.5M
Discretionary$17.5M
Non-Disc.$13M
Employees64
Clients0
DateMar 2021
Total AUM$30.5M
Discretionary$17.5M
Non-Disc.$13M
Employees64
Clients0
DateJun 2015
Total AUM$5.2M
Discretionary$2.5M
Non-Disc.$2.6M
Employees55
Clients11
DateMar 2015
Total AUM$5.2M
Discretionary$2.5M
Non-Disc.$2.6M
Employees55
Clients11
DateMar 2015
Total AUM$97.6M
Discretionary$3.7M
Non-Disc.$93.9M
Employees74
Clients11
DateMar 2014
Total AUM$97.6M
Discretionary$3.7M
Non-Disc.$93.9M
Employees74
Clients11
DateJan 2014
Total AUM$25.6M
Discretionary$3.1M
Non-Disc.$22.6M
Employees86
Clients11
DateMar 2013
Total AUM$25.6M
Discretionary$3.1M
Non-Disc.$22.6M
Employees86
Clients11
DateOct 2012
Total AUM$50.8M
Discretionary$2.8M
Non-Disc.$48M
Employees51
Clients11