LK FINANCIAL PLANNING LLC
CRD #160539 SEC #801-80856 NEW YORK, NY 646-644-6292
SEC Registered
Total AUM
$81.9M
Discretionary
$81.9M
Employees
1
Clients
10
Accounts
39
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $81.9M | $81.9M | $0 | 1 | 0 |
| Mar 2024 | $74.6M | $74.6M | $0 | 1 | 0 |
| Feb 2023 | $69.2M | $69.2M | $0 | 1 | 0 |
| Mar 2022 | $83.9M | $83.9M | $0 | 1 | 0 |
| Mar 2022 | $83.9M | $83.9M | $0 | 1 | 0 |
| Jun 2021 | $79.7M | $79.7M | $0 | 1 | 0 |
| Mar 2021 | $79.7M | $79.7M | $0 | 1 | 0 |
| Sep 2020 | $79M | $79M | $0 | 1 | 0 |
| Jun 2020 | $79M | $79M | $0 | 1 | 0 |
| Feb 2020 | $79M | $79M | $0 | 1 | 0 |
| Mar 2019 | $69.8M | $69.8M | $0 | 1 | 0 |
| May 2018 | $66.1M | $66.1M | $0 | 1 | 0 |
| Feb 2018 | $56.2M | $56.2M | $0 | 1 | 0 |
| Mar 2017 | $54.1M | $54.1M | $0 | 1 | 1 |
| Feb 2016 | $42.6M | $42.6M | $0 | 1 | 1 |
| Jun 2015 | $44.7M | $44.7M | $0 | 1 | 1 |
| Feb 2015 | $44.7M | $44.7M | $0 | 1 | 1 |
| Jan 2015 | $44.7M | $44.7M | $0 | 1 | 1 |
DateFeb 2025
Total AUM$81.9M
Discretionary$81.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$69.2M
Discretionary$69.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$79.7M
Discretionary$79.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$79.7M
Discretionary$79.7M
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$56.2M
Discretionary$56.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees1
Clients1
DateFeb 2016
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees1
Clients1
DateJun 2015
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients1
DateFeb 2015
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients1
DateJan 2015
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients1