Gurnee Group, LLC

Overview

Gurnee Group, LLC is a state registered investment adviser based in Toledo, OH, registered since 2024. It reports $21.7M in assets under management across 11 accounts, with 4 employees.

Reported AUM

$21.7M

Discretionary

100%

Accounts

11

Average account

$2M

Employees

4

Registered since

2024

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 1 of 1

• James P Gurnee Chief Compliance Officer CRD 6349373

Location

Headquarters

1 S Erie St Apt 213
Toledo, OH 43604

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: gurneegroup.com

Every state, with registration dates

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