LUESINK STENSTROM FINANCIAL

475 Park Avenue South
Suite 2100
New York, New York 10016
Tel: 212-405-1609

About LUESINK STENSTROM FINANCIAL

LUESINK STENSTROM FINANCIAL, formally registered with the SEC as LUESINK STENSTROM FINANCIAL. The firm was established in 05/01/2020. They have over 1 offices throughout the country.

LUESINK STENSTROM FINANCIAL is a New York, New York based Financial Planning firm with nearly $70,490,669 assets under management, offering retirement planning & investment advisory services to 178 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147076
SEC#	801-118628
Assets Managed by Firm	$70,490,669
No. of Clients	178
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	178	$70,490,669
Individuals (other than high net worth individuals)	11	$3,652,664
High net worth individuals	37	$66,838,005

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