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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 $188,641,766 assets under management, offering retirement planning & investment advisory services to 447 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 169008 |
| SEC# | 801-112496 |
| Assets Managed by Firm | $188,641,766 |
| No. of Clients | 447 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Subscription Fees
- Other(CONSULTING FEES)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 447 | $188,641,766 |
| Individuals (other than high net worth individuals) | 106 | $62,453,933 |
| High net worth individuals | 34 | $88,777,364 |
| Pension and profit sharing plans | $1,757,282 | |
| Charitable organizations | Fewer than 5 clients | $8,825 |
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