LUESINK FINANCIAL PLANNING LLC

LUESINK FINANCIAL PLANNING LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 147076). Regulatory assets under management: $94.1M.

Registration

• CRD: 147076
• SEC file number: 801-118628
• Type: Registered investment adviser
• Location: 475 PARK AVENUE SOUTH, SUITE 2100, NEW YORK, NY, 10016
• Phone: 212-405-1609
• Latest filing: 2026-04-01
• Regulatory AUM: $94.1M
• Discretionary AUM: $94.1M
• Clients: 2
• Accounts: 169

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147076 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search