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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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|---|---|---|---|
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