LUNIN-PACK PLANNING AND ADVICE, LLC

LUNIN-PACK PLANNING AND ADVICE, LLC of COLD SPRING, NY is an SEC-registered investment adviser (CRD 334066). Regulatory assets under management: $32.4M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (3)

NameRoleLocation
Jesse Nmn Lunin-PackMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
LUNIN-PACK JESSEMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
LUNIN-PACK JESSE NMNMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

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