LUNT CAPITAL MANAGEMENT INC. - Financial Advisor in Utah, Holladay

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

About LUNT CAPITAL MANAGEMENT INC.

LUNT CAPITAL MANAGEMENT INC. is a Holladay, Utah based financial advisory firm with nearly $521,069,114 in assets under management and provides investment advisory services for 573 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

125183

Firm SEC#:

801-70051

Assets Under Management:

$521,069,114

No. of Clients:

573

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.)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PLATFORM WEALTH ADVISORS

329313

801-129811

555

$295,116,746

INTERWISE

316746

801-122564

936

$230,277,509

ATHOS PRIVATE WEALTH LLC

309862

801-127736

218

$139,115,869