|
⚲
|
| Lunt Capital Management Inc
✚
| |
|---|---|
| CRD # | 125183 |
| SEC # | 801-70051 |
| CIK # | 0001608034 |
| AUM | $521.1 MM (2024-03-25) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 801-503-3035 |
| Address | 4725 S Holladay Blvd, Ste 220 Holladay, UT 84117 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TPL | 12,640.2 | 11.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 14.1 |
| (b) Individuals (high net worth individuals) | 60 | 67.4 |
| (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 | 7 | 38.1 |
| (h) Charitable organizations | 5 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 9 | 319.3 |
| (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 | 37 | 76.9 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 521.1 |
| By Discretionary | ||
| Discretionary | 556 | 227.7 |
| Non-Discretionary | 17 | 293.4 |
| Total | 573 | 521.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 521.1 | |
| Total | 573 | 521.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001608034] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.5 |
|
WBI Investments LLC
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NJ | 0.5 |
|
Materetsky Financial Group Inc
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FL | 0.5 |
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CornerStone Planning Group Inc
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NJ | 0.5 |
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The Jentner Corporation
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OH | 0.5 |
|
ACG Advisory Services LLC
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VA | 0.5 |
|
Family Investment Center Inc
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|
MO | 0.5 |
|
Strategic Planning Group LLC
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|
UT | 0.5 |
|
American Independent Securities Group LLC
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ID | 0.5 |
|
Bellatore Financial Inc
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|
TX | 0.5 |