linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph J Lunt

Lunt Capital Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph J Lunt

Joseph J. Lunt is an Investment Advisor Representative at Lunt Capital Management Inc. Joseph is registered in Texas and Utah. He is actively involved in the investment industry. Joseph's firm manages more than $521 million in assets. Lunt Capital Management Inc. provides investment recommendations and services for a variety of clients, including high-net-worth individuals, pension and profit sharing plans, corporations, and charitable organizations. The firm's clients benefit from Joseph's expertise in various areas of financial services.

Firm Information

Joseph 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Lunt’s Registration & Firm History

UT

01/26/2023 - Present

Lunt Capital Management Inc. (HOLLADAY UT)

Not sure if Joseph J Lunt is right for you?

Licenses & Designations

IA

Issued 01/25/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph J Lunt.
Not sure if Joseph J Lunt is right for you?