Lk Financial Planning LLC
● SEC registered since 2015CRD 160539SEC# 801-80856New York, NY
Reg. AUM
$86.9M
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 $86.9 million in regulatory assets under management and employs 1 people.
Lk Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lawrence Owen Kamin Control | Managing Member/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Lk Financial Planning LLC manage?
Lk Financial Planning LLC reports $86.9 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
| Address | 295 Madison Ave., 12th Floor, New York, NY 10017 |
| Phone | 646-644-6292 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$86.9M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$86.9Mregulatory AUM
Discretionary $86.9M