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Lk Financial Planning LLC

● SEC registered since 2015CRD 160539SEC# 801-80856New York, NY
Export (members)
Reg. AUM
$81.9M
Employees
1
Accounts
39
Location
New York, NY

Lk Financial Planning LLC assets under management

Lk Financial Planning LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2015. It reports $81.9 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Lk Financial Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Lawrence Owen Kamin ControlManaging Member/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Lk Financial Planning LLC manage?

Lk Financial Planning LLC reports $81.9 million in regulatory assets under management on its Form ADV.

How many employees does Lk Financial Planning LLC have?

Lk Financial Planning LLC reports 1 employees.

Where is Lk Financial Planning LLC located?

Lk Financial Planning LLC is based in New York, NY and has been SEC-registered since 2015.

Does Lk Financial Planning LLC disclose fund performance?

Lk Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address295 Madison Ave., 12th Floor, New York, NY 10017
Phone646-644-6292
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$81.9M
Non-discretionary$0
Total (RAUM)$81.9M