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Home > Retirement Planners > tennessee > brentwood > LUKEN INVESTMENT ANALYTICS, LLC
LUKEN INVESTMENT ANALYTICS, LLC
136 Frierson Street
Brentwood, Tennessee 37027
Tel: (615) 550-5570
About LUKEN INVESTMENT ANALYTICS, LLC
LUKEN INVESTMENT ANALYTICS, LLC, formally registered with the SEC as LUKEN INVESTMENT ANALYTICS, LLC. The firm was established in 02/23/2018. They have over 1 offices throughout the country.
LUKEN INVESTMENT ANALYTICS, LLC is a Brentwood, Tennessee based Financial Planning firm with nearly $200,869,615 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169008 |
| SEC# | 801-112496 |
| Assets Managed by Firm | $200,869,615 |
| No. of Clients | 519 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Subscription fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 519 | $200,869,615 |
| Individuals (other than high net worth individuals) | 113 | $37,305,598 |
| High net worth individuals | 69 | $161,533,631 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,015,992 |
| Charitable organizations | Fewer than 5 clients | $11,076 |
| Corporations or other businesses | Fewer than 5 clients | $3,318 |
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