RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 19, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KAMIN, LAWRENCE, OWENIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 19, 2025 REGISTERED

Notice Filings (2)

FL NY

Address

295 MADISON AVE.
12TH FLOOR
NEW YORK, NY 10017
United States
Phone: 646-644-6292