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Home > Retirement Planners > florida > coral gables > LYNX ADVISORY PARTNERS
LYNX ADVISORY PARTNERS
2655 Le Jeune Rd
Suite 905
Coral Gables, Florida 33134
Tel: (305) 772-7137
About LYNX ADVISORY PARTNERS
LYNX ADVISORY PARTNERS, formally registered with the SEC as LYNX ADVISORY PARTNERS. The firm was established in 11/06/2023. They have over 1 offices throughout the country.
LYNX ADVISORY PARTNERS is a Coral Gables, Florida based Financial Planning firm with nearly $163,559,729 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326594 |
| SEC# | 801-128010 |
| Assets Managed by Firm | $163,559,729 |
| No. of Clients | 82 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 82 | $163,559,729 |
| Individuals (other than high net worth individuals) | 44 | $22,921,821 |
| High net worth individuals | 38 | $140,637,908 |
More Retirement Planning firms in Coral Gables, Florida:
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|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
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| $92,968,371,160 | 146 | 264 |
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