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LUNIN-PACK PLANNING AND ADVICE, LLC

COLD SPRING, NY · CRD 334066 · IAPD ↗ · lunin-pack.com · 845-265-4300

$32.4MRegulatory AUM
2Advisory reps
2Employees
1Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — LUNIN-PACK PLANNING AND ADVICE, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — LUNIN-PACK PLANNING AND ADVICE, LLC now reports custody of client assets ($423,524).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
January 2025 — LUNIN-PACK PLANNING AND ADVICE, LLC (COLD SPRING, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.