Overview
Assets Under Management: $260 million
High-Net-Worth Clients: 8
Average Client Assets: $30 million
Frequently Asked Questions
LYNCH ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159938), LYNCH ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
LYNCH ASSET MANAGEMENT, INC. serves 8 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, LYNCH ASSET MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
LYNCH ASSET MANAGEMENT, INC. manages $260 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, LYNCH ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.01
Average High-Net-Worth Client Assets: $30 million
Total Client Accounts: 22
Discretionary Accounts: 22
Regulatory Filings
CRD Number: 159938
Last Filing Date: 2025-02-06 00:00:00
Website: https://lynchassetmanagement.com