Overview
Assets Under Management: $164 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 55
Average Client Assets: $4 million
Frequently Asked Questions
LYNX ADVISORY PARTNERS LLC 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 #326594), LYNX ADVISORY PARTNERS LLC is subject to fiduciary duty under federal law.
LYNX ADVISORY PARTNERS LLC is headquartered in CORAL GABLES, FL.
LYNX ADVISORY PARTNERS LLC serves 55 high-net-worth clients according to their SEC filing dated February 20, 2024. View client details ↓
According to their SEC Form ADV, LYNX ADVISORY PARTNERS LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LYNX ADVISORY PARTNERS LLC manages $164 million in client assets according to their SEC filing dated February 20, 2024.
According to their SEC Form ADV, LYNX ADVISORY PARTNERS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.59
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 82
Discretionary Accounts: 55
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 326594
Last Filing Date: 2024-02-20 00:00:00
Website: https://lynx-ap.com