Overview
Assets Under Management: $87 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 9
Average Client Assets: $9.4 million
Frequently Asked Questions
LK FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160539), LK FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
LK FINANCIAL PLANNING LLC is headquartered in NEW YORK, NY.
LK FINANCIAL PLANNING LLC serves 9 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, LK FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
LK FINANCIAL PLANNING LLC manages $87 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, LK FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.36%
Average Client Assets: $9.4 million
Total Client Accounts: 39
Discretionary Accounts: 39
Regulatory Filings
CRD Number: 160539
Filing ID: 2061449
Last Filing Date: 2026-02-27 08:50:50