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
About Lunin-Pack Planning and Advice
Lunin-Pack Planning and Advice provides independent fiduciary planning focused on tax, spending, and investment decisions for families near or in retirement. It helps clients retire on their terms.
Summary based on the firm’s website.
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, monthlyOct '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$32.4Mregulatory AUM
Discretionary $32.4M