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Luken Investment Analytics LLC
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CRD # | 169008 |
SEC # | 801-112496 |
CIK # | 0001730546 |
AUM | $200.9 MM (2024-03-29) |
Employees | 6 (83% Investors, 17% Brokers) |
Phone | 615-550-5570 |
Address | 136 Frierson Street Brentwood, TN 37027 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001730546] |
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---|---|---|
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|
IA | 0.2 |
Jlfranklin Wealth Planning LLC
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|
CA | 0.2 |
Golden Reserve Retirement LLC
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OH | 0.2 |
Apex Strategic Wealth LLC
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TN | 0.2 |
Wealth Teams Alliance Inc
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CA | 0.2 |
Pento Portfolio Strategies LLC
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FL | 0.2 |
Dumaine Investments LLC
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LA | 0.2 |
Nestegg Advisors Inc
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NY | 0.2 |
Wealth Legacy Institute Inc
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CO | 0.2 |
Valuewealth Services LLC
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|
MD | 0.2 |