JL
Justin W. Luettgerodt
ACLAIME ASSET MANAGEMENT
Sandy, UT 84070
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CRD#: 6013672
JL
Professional summary
Justin Warren Luettgerodt MR., who also goes by Justin W Luettgerodt, is a registered financial advisor currently at ACLAIME ASSET MANAGEMENT, LLC located in Sandy, Utah.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Justin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin W Luettgerodt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Luettgerodt is the owner of The Aclaime Group Management, LLC, the manager and parent of The Aclaime Group, LLC. The Aclaime Group, LLC is the parent entity of White Glass Lending, LLC, Aclaime Capital Partners, LLC, Aclaime Dynamics, LLC, Aclaime Ventures, LLC and other related entities. The Aclaime Group is also the parent entity of the General Partner. Ownership of these entities is done in conjunction and collaboration with his management of the Partnership and takes up to 50% of his time, but are done in collaboration with the services they provide for the Adviser. As stated above, Mr. Luettgerodt, as indirect owner of White Glass Lending, LLC, receives compensation related to the origination and servicing of loans originated by those entities and as such, may have a conflict of interest when those loans are funded in whole, or in part, by the Partnership. Mr. Luettgerodt is the Interim Chief Executive Officer and Director of Obeo, Inc. This requires approximately thirty percent (30%) of his time. In addition, Mr. Luettgerodt is a manager of Aclaime Dynamics, LLC, a real estate development company currently engaged in the development of a mixed use development in Bluffdale, Utah. This requires approximately ten percent (10%) of Mr. Luettgerodt's time. Mr. Luettgerodt has also engaged in various forms of real estate investing on a personal basis. Such investments include buying, managing and disposing of rental and income properties through various entities wholly owned by Mr. Luettgerodt.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Warren Luettgerodt MR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 6, 2015 - Present
ACLAIME ASSET MANAGEMENT, LLC
Office #1: 230 West Towne Ridge Parkway Suite 520, Sandy, UT 84070RIA
CRD#: 159661
Sandy, UT
Past
May 30, 2014 - December 31, 2014
ACLAIME ASSET MANAGEMENT, LLC
RIA
CRD#: 159661
SANDY, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(2/6/2015)
Current Firm
AA
ACLAIME ASSET MANAGEMENT, LLC
ACLAIME ASSET MANAGEMENT, LLC | ACLAIME MANAGERS, LLC | ACLAIME MANAGERS
CRD#: 159661 / SEC#:
Utah
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Contact information
Main Address
230 West Towne Ridge Parkway Suite 520, Sandy, UT 84070
Mailing Address
Po Box 708755, Sandy, UT 84070
Phone number
(866) 888-9992
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 42,419,595 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
