AMUSSEN HUNSAKER ASSOCIATES LLC

https://www.youtube.com/channel/UCYkdoISQxm8kuCmo5EHkmOQ SALT LAKE CITY, UT Investment Advisor How do I update this listing?

Also known as:

  • AMUSSEN HUNSAKER & ASSOCIATES LLC
  • AMUSSEN HUNSAKER & ASSOCIATES INC /ADV

Amussen Hunsaker Associates is based out of Salt Lake City. Amussen Hunsaker Associates is a large advisory firm with 293 clients and discretionary assets under management (AUM) of $189,519,449 (Form ADV from 2019-04-30). Their last reported 13F filing for Q1 2019 included $249,732,000 in managed 13F securities and a top 10 holdings concentration of 74.7%. Amussen Hunsaker Associates's largest holding is Amazon.com Inc. with shares held of 38,135. Whalewisdom has at least 10 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $249.732 Million
  • Prior Market Value $134.926 Million
  • New Purchases9 stocks
  • Additional Purchases35 stocks
  • Sold out of18 stocks
  • Reduced holdings in15 stocks
  • Top 10 Holdings % 74.70 %
  • Turnover % [1]:39.13%
  • Turnover Alt % [2]: 37.93 %
  • Time Held Top20:5.25 quarters
  • Time Held Top10:4.50 quarters
  • Time Held All:4.99 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 5.36%
Performance Last 4 Quarters: 4.89%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR/A (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

IRON GATE GLOBAL ADVISORS
275 SOUTH TEMPLE SUITE 204
SALT LAKE CITY UT    84111
Country: United States

Business Phone: 801-575-6427
Fax: 801-575-3500
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: UT
Number of employees: 9
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 189,519,000
Total Number of Clients: 293
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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AMUSSEN, HUNSAKER & ASSOCIATES, LLC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
AMUSSEN, FRANZ, SALZNER MANAGING MEMBER 01/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED CEO direct 2000-01-01
HUNSAKER, BRIAN, WARD MANAGING MEMBER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT direct 2000-01-01 2005-09-02
PATTISON, BRETT, MICHAEL MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC MEMBER direct 2015-01-01
BOMAN, SARAH, MARIE CHIEF COMPLIANCE OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2018-10-01

AMUSSEN, HUNSAKER & ASSOCIATES, LLC

ownership team - last updated 2018-11-06
Name Title Start Date Direct/Indirect % Ownership
AMUSSEN, FRANZ, SALZNER MANAGING MEMBER 01/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED CEO direct 2000-01-01
HUNSAKER, BRIAN, WARD MANAGING MEMBER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT direct 2000-01-01 2005-09-02
PATTISON, BRETT, MICHAEL MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC MEMBER direct 2015-01-01
BOMAN, SARAH, MARIE CHIEF COMPLIANCE OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2018-10-01

AMUSSEN, HUNSAKER & ASSOCIATES, LLC

ownership team - last updated 2018-04-26
Name Title Start Date Direct/Indirect % Ownership
AMUSSEN, FRANZ, SALZNER MANAGING MEMBER 01/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED CEO direct 2000-01-01
HUNSAKER, BRIAN, WARD MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT direct 2000-01-01 2005-09-02
PATTISON, BRETT, MICHAEL MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC MEMBER direct 2015-01-01

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