Lunin-Pack Planning and Advice, LLC
● SEC registered since 2024CRD 334066SEC# 801-131681Cold Spring, NY
Reg. AUM
$32.4M
Employees
2
Accounts
74
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 $32.4 million in regulatory assets under management and employs 2 people.
Lunin-Pack Planning and Advice, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jesse Nmn Lunin-Pack Control | Managing Member And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Lunin-Pack Planning and Advice, LLC manage?
Lunin-Pack Planning and Advice, LLC reports $32.4 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 2 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
| Address | 292 Main Street, First Floor, Suite 1, Cold Spring, NY 10516 |
| Phone | 845-265-4300 |
| Office hours | 10:00a.m.-6:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$32.4M▲ 24%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$32.4Mregulatory AUM
Discretionary $32.4M