LUNIN-PACK PLANNING AND ADVICE, LLC

Overview

Lunin-Pack Planning And Advice, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm emphasizes fee-based financial planning and portfolio management, serving both households and small businesses while also offering selection-of-other-advisers services. Since registering with the SEC in 2024, the firm has shown a clear equity preference and integrates ESG considerations into its investment process. In practice, the adviser blends discretionary portfolio management with fixed-fee planning engagements. It leans on exchange-traded equity instruments for core exposure and uses third-party managers where specialist or alternative expertise is required. The firm maintains an insurance-company industry affiliation, which appears to support its planning and risk-management offerings.

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Public Holdings

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Location & Offices