LUNIN-PACK PLANNING AND ADVICE, LLC

COLD SPRING, New York·1 registered advisor·CRD# 334066
SEC# 801-1316810845-265-4300
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LUNIN-PACK PLANNING AND ADVICE, LLC

1 registered advisor
Jesse Nmn Lunin-Pack
COLD SPRING, New York
05

Office Locations

COLD SPRING, New York
1 advisor

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Data sourced from SEC Form ADV filings. LUNIN-PACK PLANNING AND ADVICE, LLC (CRD# 334066) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.