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Susan Child Lunt

LUNT CAPITAL MANAGEMENT INC.·HOLLADAY, Utah
Unclaimed Profile
4725 S. HOLLADAY BLVD, STE 220, HOLLADAY, UT 84117CRD# 4641696Firm CRD# 125183
01

About

Susan Child Lunt is a registered financial advisor based in HOLLADAY, Utah, affiliated with LUNT CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LUNT CAPITAL MANAGEMENT INC.
LUNT CAPITAL MANAGEMENT INC.
AUM
$521M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LUNT CAPITAL MANAGEMENT INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Fixed fees
Regulatory
SEC/IARD CRD# 4641696
Firm CRD# 125183
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Child Lunt offer?
Susan Child Lunt specializes in Investment Management, Wealth Management. Contact their office in HOLLADAY, Utah for a consultation.
What are Susan Child Lunt's credentials?
Susan Child Lunt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Child Lunt located?
Susan Child Lunt is based in HOLLADAY, Utah, working with LUNT CAPITAL MANAGEMENT INC.. Their office serves clients in the HOLLADAY metropolitan area and surrounding communities.
How does Susan Child Lunt charge for services?
Susan Child Lunt's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUNT CAPITAL MANAGEMENT INC.?
LUNT CAPITAL MANAGEMENT INC. has approximately 7 employees and manages $521M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Kent Shattuck — ATHOS PRIVATE WEALTH LLCDavid Holt Smart — FIRST WESTERN ADVISORSParker Jenkins Wagner — VALUED WEALTH ADVISORS, LLCGary Wayne Teran — FIRST WESTERN ADVISORSRichard Lee Wagner — VALUED WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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