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Building 2LUNT CAPITAL MANAGEMENT INC.

Map pinHOLLADAY, UT
Phone801-503-3035
NotebookSEC #801-70051
Total AUM
$601.5M
Employees
7
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4725 S. HOLLADAY BLVD, STE 220
HOLLADAY
UT 84117
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
801-503-3035

ReceiptFinancials

Total AUM
$601.5M
Accounts
560
Discretionary
$283.6M
Accounts
546
Non-Discretionary
$317.9M
Accounts
14

ContactClients

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Individual Clients
75
AUM
$10.6M
HNW Individual Clients
86
AUM
$109.9M
Pension/Profit Sharing Plan Clients
7
AUM
$38.1M
Charitable Organization Clients
6
AUM
$14.1M
Investment Advisor Clients
9
AUM
$340.4M
Corporation or Business Clients
49
AUM
$88.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT RECOMMENDATIONS, INDEX LICENSING TO MODEL PORTFOLIO PROVIDERS. INDEX PROVIDER FOR ETFS.
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXUT

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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