LK Financial Planning LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 160539
- Registered since
- January 15, 2015
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.36%
- Individuals2.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
LK Financial Planning LLC is an independent, owner-run registered investment adviser that entered SEC registration in 2015. The firm focuses on individual and family clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Its billing blends percentage-of-AUM fees with hourly and fixed-fee engagements. The firm is not positioned as a capital allocator; it places client capital with third-party managers when using alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents10%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Lawrence Kamin
Chief Compliance OfficerCRD 6035867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 295 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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