LUNT CAPITAL MANAGEMENT INC.

4725 S. Holladay Blvd, Ste 220
Holladay, Utah 84117
Tel: 801-503-3035

About LUNT CAPITAL MANAGEMENT INC.

LUNT CAPITAL MANAGEMENT INC, formally registered with the SEC as LUNT CAPITAL MANAGEMENT INC. The firm was established in 04/14/2009. They have over 1 offices throughout the country.

LUNT CAPITAL MANAGEMENT INC. is a Holladay, Utah based Financial Planning firm with nearly $521,069,114 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125183
SEC#	801-70051
Assets Managed by Firm	$521,069,114
No. of Clients	573
No. of Advisors	7

Fee Structure

A percentage of AUM
Subscription fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INVESTMENT RECOMMENDATIONS, INDEX LICENSING TO MODEL PORTFOLIO PROVIDERS. INDEX PROVIDER FOR ETFS.)

Firm Client Information

	No. of Clients	AUM
Firm Total	573	$521,069,114
Individuals (other than high net worth individuals)	102	$14,117,634
High net worth individuals	60	$67,379,927
Pension and profit sharing plans	7	$38,112,515
Charitable organizations	5	$5,195,016
Other investment advisers	9	$319,338,847
Corporations or other businesses	37	$76,925,175

More Retirement Planning firms in Holladay, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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