LUESINK FINANCIAL PLANNING LLC
Legal name: LUESINK STENSTROM FINANCIAL
CRD #147076 SEC #801-118628 NEW YORK, NY 212-405-1609
SEC Registered
Total AUM
$83.3M
Discretionary
$83.3M
Employees
2
Clients
10
Accounts
171
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $83.3M | $83.3M | $0 | 2 | 3 |
| Mar 2025 | $83.3M | $83.3M | $0 | 2 | 3 |
| May 2024 | $70.5M | $70.5M | $0 | 2 | 2 |
| Mar 2024 | $70.5M | $70.5M | $0 | 2 | 2 |
| Mar 2023 | $54.4M | $54.4M | $0 | 2 | 7 |
| Mar 2022 | $60.9M | $60.9M | $0 | 2 | 12 |
| Mar 2021 | $52.7M | $52.7M | $0 | 3 | 30 |
| Aug 2020 | $43.8M | $43.8M | $0 | 3 | 30 |
| Jul 2020 | $43.8M | $43.8M | $0 | 3 | 30 |
| Jun 2020 | $43.8M | $43.8M | $0 | 3 | 30 |
| Mar 2020 | $43.8M | $43.8M | $0 | 3 | 30 |
DateMay 2025
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees2
Clients3
DateMar 2025
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees2
Clients3
DateMay 2024
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees2
Clients2
DateMar 2024
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees2
Clients2
DateMar 2023
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees2
Clients7
DateMar 2022
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees2
Clients12
DateMar 2021
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees3
Clients30
DateAug 2020
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees3
Clients30
DateJul 2020
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees3
Clients30
DateJun 2020
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees3
Clients30
DateMar 2020
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees3
Clients30