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| Happy Holidays!! thanks for using AUM13F!! |
| Luken Investment Analytics LLC
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| CRD # | 169008 |
| SEC # | 801-112496 |
| CIK # | 0001730546 |
| AUM | $236.9 M (2025-03-28) |
| Employees | 6 (83% Investors, 17% Brokers) |
| Phone | 615-550-5570 |
| Address | 136 Frierson Street Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730546 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 15.3 | ||
| Cintas Corp | 1.7 | ||
| Louisiana-Pacific Corp | 1.7 | ||
| Honeywell International Inc | 1.4 | ||
| Emerson Electric Co | 1.4 | ||
| United Technologies Corp /DE/ | 1.2 | ||
| 3M Co | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| Apple Inc | 1.0 | ||
| Allspring Income Opportunities Fund | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 - 2025 |
|---|---|---|
| 13F-HR | [0001730546] |
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IL | 0.2 |
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TN | 0.2 |
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GA | 0.2 |
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Peak Retirement Planning Inc
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OH | 0.2 |
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Valuewealth Services LLC
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MD | 0.2 |
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Welch Investment Group LLC
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OR | 0.2 |
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Fenway Financial Advisors LLC
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VA | 0.2 |
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Vivid Wealth Management LLC
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IA | 0.2 |
|
Sage Stone Wealth Management LLC
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CA | 0.2 |
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Center for Asset Management LLC
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FL | 0.2 |