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FISHER LYNCH CAPITAL, LLC

2929 Campus Drive
Suite 420
San Mateo, California 94403
Tel: 650-287-2700

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About FISHER LYNCH CAPITAL, LLC

FISHER LYNCH CAPITAL, LLC, formally registered with the SEC as FISHER LYNCH CAPITAL, LLC. The firm was established in 03/30/2012. They have over 3 offices throughout the country.

FISHER LYNCH CAPITAL, LLC is a San Mateo, California based Financial Planning firm with nearly $6,416,356,102 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160694
SEC#801-74059
Assets Managed by Firm$6,416,356,102
No. of Clients11
No. of Advisors22

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total11$6,416,356,102

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