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Building 2LUKEN INVESTMENT ANALYTICS, LLC

Map pinBRENTWOOD, TN
Phone(615) 550-5570
NotebookSEC #801-112496
Total AUM
$292.2M
Employees
6
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 FRIERSON STREET
BRENTWOOD
TN 37027
United States
Operating Hours
9 AM TO 4 PM
Monday - Friday
Phone
(615) 550-5570

ReceiptFinancials

Total AUM
$292.2M
Accounts
664
Discretionary
$292.1M
Accounts
658
Non-Discretionary
$32.1K
Accounts
6

ContactClients

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Individual Clients
184
AUM
$48.6M
HNW Individual Clients
83
AUM
$239M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M
Charitable Organization Clients
1
AUM
$14.4K
Corporation or Business Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
FINANCIAL PLANNING SERVICES FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAILKSKYLATNTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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