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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lunin-Pack Planning and Advice LLC
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|---|---|
| CRD # | 334066 |
| SEC # | 801-131681 |
| CIK # | |
| AUM | $26.1 M (2025-07-03) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-265-4300 |
| Address | 292 Main Street Cold Spring, NY 10516 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 9.9 |
| (b) Individuals (high net worth individuals) | 9 | 10.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 65 | 26.1 |
| By Discretionary | ||
| Discretionary | 65 | 26.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 65 | 26.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.1 | |
| Total | 65 | 26.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Anchor Bay Private Wealth LLC
✚
|
CA | 0.0 |
|
Goldstone Portfolios Incorporated
✚
|
0.0 | |
|
Ap-Financial LLC
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|
CA | 0.0 |
|
Kronos Wealth Management LLC
✚
|
0.0 | |
|
Eastside Financial Advisors LLC
✚
|
0.0 | |
|
Sankota Capital LLC
✚
|
0.0 | |
|
Ryan Heritage LLP
✚
|
NJ | 0.0 |
|
Agdeavor Investments LLC
✚
|
OH | 0.0 |
|
Braypark Wealth Management
✚
|
CA | 0.0 |
|
Mutual of Omaha Investor Services Inc
✚
|
NE | 0.0 |