LUNIN-PACK PLANNING AND ADVICE, LLC
CRD #334066 SEC #801-131681 COLD SPRING, NY 845-265-4300
SEC Registered
Total AUM
$26.1M
Discretionary
$26.1M
Employees
1
Clients
0
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $26.1M | $26.1M | $0 | 1 | 0 |
| Apr 2025 | $0 | $0 | $0 | 1 | 0 |
| Mar 2025 | $0 | $0 | $0 | 1 | 0 |
| Jan 2025 | $0 | $0 | $0 | 2 | 0 |
| Nov 2024 | $0 | $0 | $0 | 2 | 0 |
| Nov 2024 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0