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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2025
- Branch Offices
- 0
- LEI
- 33-2185212
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUNIN-PACK, JESSE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LUNIN-PACK, JESSE, NMN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LUNIN-PACK, JESSE, NMN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LUNIN-PACK, JESSE, NMN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LUNIN-PACK, JESSE, NMN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LUNIN-PACK, JESSE, NMN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 3, 2025 REGISTERED
Notice Filings (1)
NY
Address
292 MAIN STREETFIRST FLOOR, SUITE 1
COLD SPRING, NY 10516
United States
Phone: 845-265-4300