← Back to searchVisit website
LUNSFORD FINANCIAL PLANNING, INC.
CRD 128687
357 S. MCCASLIN BLVD, SUITE 200, LOUISVILLE, CO, 80027, United States
Phone
303-666-6442
Fax
303-926-0336
Registration
— (—)
Source
State registered
Total AUM
$45.3M
Discretionary AUM
$45.3M
Team
1 total employees; 1 advisory reps; 34 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $16.3M |
| High net worth individuals | 15 | $29.0M |
All web addresses on file
Official SEC filing: View on IAPD