L
$32.4M Total AUM
$32.4M Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
1 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-20-2024
- Office Locations
- 1
Office Locations
292 Main Street First Floor, Suite 1 Cold Spring NY
About Lunin-Pack Planning AND Advice, LLC
Lunin-Pack Planning AND Advice, LLC is a Cold Spring-based RIA. The firm has been operating for 1 years. Managing $32.4M in total assets under management, with 2 advisory representatives. They custody assets with SEI.
Team overview
-- AVG AGE
$16.2M AVG AUM / ADVISOR
$832.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JESSE NMN LUNIN-PACK
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4448224
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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E
ELISABETH ARIEL NEUBERG
--
- CRD
- #6380503
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,447,668 | $438,482 |
| Non-Discretionary | $0 | -- |
| Total | $32,447,668 | $438,482 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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