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Luken Investment Analytics, LLC

● SEC registered since 2018CRD 169008SEC# 801-112496Brentwood, TN
Export (members)
Reg. AUM
$236.9M
Employees
6
Accounts
583
Location
Brentwood, TN

Luken Investment Analytics, LLC assets under management

Luken Investment Analytics, LLC is an SEC-registered investment adviser based in Brentwood, TN. The firm has been registered since 2018. It reports $236.9 million in regulatory assets under management and employs 6 people.
www.youtube.com/@lukeninvestmentanalytics4198View on SEC.gov ↗

Luken Investment Analytics, LLC owners & executives

2 reported
NameTitleOwnershipSince
Carri M SanfordChief Compliance OfficerUnder 5%2017
Gregory Lee Luken ControlPresidentOver 75%2013

Frequently asked questions

How much does Luken Investment Analytics, LLC manage?

Luken Investment Analytics, LLC reports $236.9 million in regulatory assets under management on its Form ADV.

How many employees does Luken Investment Analytics, LLC have?

Luken Investment Analytics, LLC reports 6 employees.

Where is Luken Investment Analytics, LLC located?

Luken Investment Analytics, LLC is based in Brentwood, TN and has been SEC-registered since 2018.

Does Luken Investment Analytics, LLC disclose fund performance?

Luken Investment Analytics, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address136 Frierson Street, Brentwood, TN 37027
Phone(615) 550-5570
Fax(615) 550-5574
Office hours9 a.m. To 4 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1730546
Discloses disciplinary historyNo

Assets under management

Discretionary$236.3M
Non-discretionary$578K
Total (RAUM)$236.9M