LYNX INVESTMENT ADVISORY, LLC

1100 Connecticut Avenue, Nw
Suite 300
Washington, District of Columbia 20036
Tel: 202-833-3700

About LYNX INVESTMENT ADVISORY, LLC

LYNX INVESTMENT ADVISORY, LLC, formally registered with the SEC as LYNX INVESTMENT ADVISORY, LLC. The firm was established in 10/17/1997. They have over 2 offices throughout the country.

LYNX INVESTMENT ADVISORY, LLC is a Washington, District of Columbia based Financial Planning firm with nearly $1,081,788,387 assets under management, offering retirement planning & investment advisory services to 231 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111814
SEC#	801-54969
Assets Managed by Firm	$1,081,788,387
No. of Clients	231
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (PERFORMANCE MEASUREMENT, ASSET ALLOCATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	231	$1,081,788,387
Individuals (other than high net worth individuals)	103	$41,327,478
High net worth individuals	104	$581,937,060
Pension and profit sharing plans	4	$10,781,780
Charitable organizations	3	$51,751,436

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