LUNIN-PACK PLANNING AND ADVICE, LLC - Financial Advisor in New York, Cold Spring

Tel: 845-265-4300 292 Main Street First Floor, Suite 1 Cold Spring, New York 10516

About LUNIN-PACK PLANNING AND ADVICE, LLC

LUNIN-PACK PLANNING AND ADVICE, LLC is a Cold Spring, New York based financial advisory firm with nearly $0 in assets under management and provides investment advisory services for 0 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

334066

Firm SEC#:

801-131681

Assets Under Management:

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in New York, Cold Spring

FirmCRD#:119597

SEC#:801-65323

No. of Advisors:3

No. of Clients:89

AUM:$202,017,680

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

MAGNOLIA CAPITAL MANAGEMENT

119597

801-65323

$202,017,680

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