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Lunin-Pack Planning and Advice, LLC

● SEC registered since 2024CRD 334066SEC# 801-131681Cold Spring, NY
Export (members)
Reg. AUM
$26.1M
Employees
1
Accounts
65
Location
Cold Spring, NY

Lunin-Pack Planning and Advice, LLC assets under management

Lunin-Pack Planning and Advice, LLC operates as an SEC-registered investment adviser based in Cold Spring, NY. The firm has been registered since 2024. It reports $26.1 million in regulatory assets under management and employs 1 people.
www.lunin-pack.comView on SEC.gov ↗

Lunin-Pack Planning and Advice, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jesse Nmn Lunin-Pack ControlManaging Member And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Lunin-Pack Planning and Advice, LLC manage?

Lunin-Pack Planning and Advice, LLC reports $26.1 million in regulatory assets under management on its Form ADV.

How many employees does Lunin-Pack Planning and Advice, LLC have?

Lunin-Pack Planning and Advice, LLC reports 1 employees.

Where is Lunin-Pack Planning and Advice, LLC located?

Lunin-Pack Planning and Advice, LLC is based in Cold Spring, NY and has been SEC-registered since 2024.

Does Lunin-Pack Planning and Advice, LLC disclose fund performance?

Lunin-Pack Planning and Advice, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address292 Main Street, First Floor, Suite 1, Cold Spring, NY 10516
Phone845-265-4300
Office hours10:00a.m.-6:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$26.1M
Non-discretionary$0
Total (RAUM)$26.1M