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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| LK Financial Planning LLC
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|---|---|
| CRD # | 160539 |
| SEC # | 801-80856 |
| CIK # | |
| AUM | $81.9 M (2025-02-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 646-644-6292 |
| Address | 295 Madison Ave New York, NY 10017 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.5 |
| (b) Individuals (high net worth individuals) | 14 | 80.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 81.9 |
| By Discretionary | ||
| Discretionary | 39 | 81.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 81.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 81.9 | |
| Total | 39 | 81.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rubin Overseas Ltd
✚
|
0.1 | |
|
Capital Endurance Group Inc
✚
|
GA | 0.1 |
|
DMK Advisor Group Inc
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FL | 0.1 |
|
SHFP LLC
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|
0.1 | |
|
Walnut Investment Services LLC
✚
|
NY | 0.1 |
|
Luther Forest Wealth Advisors LLC
✚
|
NY | 0.1 |
|
CK Advisors LLC
✚
|
0.1 | |
|
Londinium Asset Management Ltd
✚
|
0.1 | |
|
Treger & Associates LLC
✚
|
VA | 0.1 |
|
Investable Wealth LLC
✚
|
0.1 |