Lunt Capital Management Inc. is a large advisory firm based in Salt Lake City. It manages $314.19 million of regulatory assets for 691 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Georgia, and 4 other states.
Lunt Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and investment recommendations to model portfolio providers. index provider for etfs.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lunt Capital Management Inc. is $314.19 million. The firm's AUM has grown by 966% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lunt Capital Management Inc. for their services and products based on a percentage of assets under management and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Lunt Capital Management is other investment advisers with 12 clients and $214.36 million of assets under management. Among the 10 most similar advisory firms, Lunt Capital Management has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $314.19 million for 190 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lunt Capital Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lunt Capital Management Inc. performs its advisory services is located at 215 South State Street, Ste. 100, Salt Lake City, UT 84111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-503-3035 or by fax 801-924-3763. The normal business hours are 7:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at luntcapital.com/.