Luken Investment Analytics LLC

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Assets, Funds, Holdings

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Luken Investment Analytics LLC
CRD #169008
SEC #801-112496
CIK #0001730546
AUM $200.9 MM (2024-03-29)
Employees 6 (83% Investors, 17% Brokers)
Phone615-550-5570
Address136 Frierson Street
Brentwood, TN 37027
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SPEM 31.8
CTAS 38,012.7 1.6
HON 119,775.0 1.3
EMR 48,422.9 1.1
AAPL 2,382,844.0 1.0
PFE 284,248.0 0.9
FBK 1,824.7 0.9
AMZN 1,092,997.8 0.9
RTX 139,471.0 0.8
MMM 74,165.4 0.7
View All
Holdings by Sector ($MM)
200160120804002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 113 37.3
(b) Individuals (high net worth individuals) 69 161.5
(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 0 2.0
(h) Charitable organizations 0 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 0 0.0
(n) Other 0 0.0
Total 519 200.9
By Discretionary
Discretionary 514 200.8
Non-Discretionary 5 0.0
Total 519 200.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.9
Total 519 200.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001730546]
Comparable Firms State AUM ($BB)
Clarity Asset Management Inc
IA 0.2
Jlfranklin Wealth Planning LLC
CA 0.2
Golden Reserve Retirement LLC
OH 0.2
Apex Strategic Wealth LLC
TN 0.2
Wealth Teams Alliance Inc
CA 0.2
Pento Portfolio Strategies LLC
FL 0.2
Dumaine Investments LLC
LA 0.2
Nestegg Advisors Inc
NY 0.2
Wealth Legacy Institute Inc
CO 0.2
Valuewealth Services LLC
MD 0.2
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