CRD: 128687
Lunsford Financial Planning, Inc.
$45.3M Total AUM
$45.3M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
22 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-10-2003
- Office Locations
- 1
Office Locations
-- Lafayette CO
About Lunsford Financial Planning, Inc.
Lunsford Financial Planning, Inc. is a Louisville, CO-based independent RIA serving retail clients with financial planning and investment management, including tax and estate planning and insurance/annuity guidance. Portfolios skew toward ETFs and mutual funds. Custodied through Charles Schwab (also uses Altruist) and runs on Advyzon.
Team overview
-- AVG AGE
$45.3M AVG AUM / ADVISOR
$546.3K AVG AUM / CLIENT
22.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL SHANNON LUNSFORD
Fraud Analyst, President
- CRD
- #4715244
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,346,083 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,346,083 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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