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John Larry Lunt

Lunt Capital Management Inc.

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About John Larry Lunt

John Larry Lunt is an Investment Advisor Representative associated with Lunt Capital Management Inc. John Larry Lunt has 20 years of experience in the industry, specializing in providing investment advice to individuals, businesses, and investment companies. John Larry Lunt also offers services such as portfolio management, pension consulting, and educational seminars. The firm's clients are primarily high-net-worth individuals, charitable organizations, investment companies, corporations, and pension and profit-sharing plans.

Firm Information

John Lunt is currently registered with Lunt Capital Management Inc.. Lunt Capital Management Inc. is an investment adviser registered with the SEC and headquartered in Holladay, UT. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and other investment advisers. Lunt Capital's services include investment recommendations, index licensing, publication of periodicals, and selection of other advisers. The firm also provides portfolio management services to individuals, corporations, and other investment advisers. Lunt Capital manages approximately $521 million in assets.
Lunt Capital Management Inc.

4725 S. HOLLADAY BLVD, STE 220

HOLLADAY, UT 84117

$521.07M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment recommendations, index licensing to model portfolio providers. index provider for etfs.

Investment recommendations, index licensing to model portfolio providers. index provider for etfs.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Lunt’s Registration & Firm History

UT

07/07/2003 - Present

Lunt Capital Management Inc. (HOLLADAY UT)

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Licenses & Designations

IA

Issued 02/27/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Larry Lunt.
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