Demitry Portnoy is a registered investment advisor at Joseph Gunnar & CO., LLC, based in Uniondale, NY, with 25 years of industry experience. Demitry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 53 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Joseph Gunnar & Co., LLC does not directly manage your investments. Instead, they recommend third-party money managers who will manage your portfolio. Joseph Gunnar shares in the advisory fee you pay to the third-party money manager. The total advisory fee will not exceed 3% annually. The fee is negotiable.
Location
1000 Rxr Plaza, East Tower, Uniondale, NY, 11556
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Demitry is the CEO of Demitry Portnoy, Inc., spending a few hours per week on administrative tasks. He is also a non-voting passive member in multiple JGUN affiliated Buttonwood Funds and involved with American Pride Wealth Management Group, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Joseph Gunnar & CO., LLC
Joseph Gunnar & CO. LLCBroker
Previous Registrations
American Capital Partners, LLCBroker
Milestone Financial Services, INC.Broker
Joseph Gunnar & CO. LLCBroker
Continental Broker-Dealer CORP.Broker
State Registrations51 states
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