Luken Investment Analytics, LLC
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 169008
- Registered since
- February 23, 2018
- Website
- www.luken.pro
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Other
- Client types
- HNWI81.8%
- Individuals16.62%
- Pension & Profit Sharing Plans0.97%
- Corporations / Businesses0.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Luken Investment Analytics, LLC is an independent, individual-owned RIA that registered with the SEC in 2018 and serves private individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters. Its fee arrangements include percentage-of-AUM billing along with subscription and other fee structures. Luken reports an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds6%
Owners & executives
1 of 1
Carri Sanford
Chief Compliance OfficerCRD 2914126
Contacts
3 of 3
Gregory Luken
Founder & PresidentCRD 1860579
Jackson Hornsby
Wealth Advisor AssociateCRD 7426552
Mary O'leary
Wealth Advisor, Vice PresidentCRD 6564454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$369M in ETFs
51%
$188M
27%
$181M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF (TDVI) | Active | Technology | $25.3M | 797,531 | 6.86% |
Location
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 136 Frierson St
- Time zone
- CT (UTC-6)
- Office locations
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