LYNCH & ASSOCIATES

10644 Newburgh Rd
Sr 662
Newburgh, Indiana 47630-8845
Tel: 812-853-0878

About LYNCH & ASSOCIATES

LYNCH & ASSOCIATES, formally registered with the SEC as LYNCH & ASSOCIATES. The firm was established in 12/05/1994. They have over 1 offices throughout the country.

LYNCH & ASSOCIATES is a Newburgh, Indiana based Financial Planning firm with nearly $655,728,068 assets under management, offering retirement planning & investment advisory services to 1779 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108326
SEC#	801-47981
Assets Managed by Firm	$655,728,068
No. of Clients	1779
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1779	$655,728,068
Individuals (other than high net worth individuals)	494	$164,511,369
High net worth individuals	107	$449,199,073
Pension and profit sharing plans	Fewer than 5 clients	$5,444,424
Charitable organizations	6	$8,456,758
Corporations or other businesses	25	$28,116,444

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