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LK FINANCIAL PLANNING LLC
CRD 160539 · SEC 801-80856
295 MADISON AVE., 12TH FLOOR, NEW YORK, NY, 10017, United States
Phone
646-644-6292
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$86.9M
Discretionary AUM
$86.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $84.6M |
States served
NY, FL
Official SEC filing: View on IAPD