Lk Financial Planning LLC
Lk Financial Planning LLC (CRD# 160539) is a financial advisory firm headquartered in New York, NY. They manage $74,556,485 in 40 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lk Financial Planning LLC
By the Numbers
-
Total Assets Under Management75MILLION
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Total Number of Accounts40ACCOUNTS
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Average Account Value$1,863,912
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY
Financial Advisors at Lk Financial Planning LLC
1
Lawrence Kamin (CRD# 6035867) is an Investment Advisor Representative working at Lk Financial Planning LLC in Miami Beach, FL and has over 12 years of experience in the finance industry.
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