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LUNIN-PACK PLANNING AND ADVICE, LLC

CRD 334066 · SEC 801-131681

Visit website

292 MAIN STREET, FIRST FLOOR, SUITE 1, COLD SPRING, NY, 10516, United States

Phone

845-265-4300

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$32.4M

Discretionary AUM

$32.4M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals23$8.4M
High net worth individuals15$17.5M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD