1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LUNIN-PACK PLANNING AND ADVICE, LLC

Map pinCOLD SPRING, NY
Phone845-265-4300
NotebookSEC #801-131681
Total AUM
$32.4M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
292 MAIN STREET
FIRST FLOOR, SUITE 1
COLD SPRING
NY 10516
United States
Operating Hours
10:00AM-6:00PM
Monday - Friday
Phone
845-265-4300

ReceiptFinancials

Total AUM
$32.4M
Accounts
74
Discretionary
$32.4M
Accounts
74
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
23
AUM
$8.4M
HNW Individual Clients
15
AUM
$17.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Corporation or Business Clients
1
AUM
$4.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account