L
CRD: 160539
LK Financial Planning LLC
NEW York, NY, 10017
6466446292
$86.9M Total AUM
$86.9M Disc. AUM
7.9% 3Y CAGR
1 Employees
9 ADV. Clients
11 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2015
- Office Locations
- 1
Office Locations
1900 Purdy Ave. #2402 #2402 Miami Beach FL
About LK Financial Planning LLC
LK Financial Planning LLC is a NEW York-based RIA. The firm has been operating for 11 years. Managing $86.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Vanguard. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
65 AVG AGE
$86.9M AVG AUM / ADVISOR
$9.7M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Momentum Insight bridge Insight capital Insight Oak Wave
Investment Themes
Value harbor
Investment Vehicles
Pathway Meridian
Services
Fusion Frontier crest Pathway Timber vital Atlas Crest ridge
Owner & Executives
L
LAWRENCE OWEN KAMIN
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #6035867
- Ownership
- 75% or more
(697) 336-5345
atlas.element@foundationcapital.com
in linkedin.com/in/vital-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,937,138 | $2,229,157 |
| Non-Discretionary | $0 | -- |
| Total | $86,937,138 | $2,229,157 |
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Separately Managed Accounts
Total SMA Asset: $86,937,138
Public Funds:
48.2% Cash:
26.0% Equity - Exchange:
25.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,620,155,721 | 48.2% |
| Cash | $873,942,920 | 26.0% |
| Equity - Exchange | $867,220,282 | 25.8% |
| Total | $3,361,318,923 | 100.0% |