Lk Financial Planning LLC
Lk Financial Planning LLC is an SEC-registered ria in New York, NY with $86.9M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Lk Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160539, SEC 801-80856, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $86.9M (2026-02-27)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 1
- Clients
- 9
- CRD
- 160539
- Ownership
- KAMIN, LAWRENCE, OWEN
How much AUM does Lk Financial Planning LLC have?
Lk Financial Planning LLC reported $86.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Lk Financial Planning LLC?
Disclosed owners and executives of Lk Financial Planning LLC include KAMIN, LAWRENCE, OWEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.