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Lynch Asset Management Inc
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CRD # | 159938 |
SEC # | 801-122985 |
CIK # | 0001906719 |
AUM | $125.6 MM (2023-01-24) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 215-801-1550 |
Address | 16 Creekview Lane Yardley, PA 19067 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 16.0 | |
NVO | 245,328.6 | 8.5 | |
ABBV | 269,466.6 | 8.1 | |
GOOGL | 1,475,138.5 | 7.5 | |
AAPL | 2,382,844.0 | 6.9 | |
UNH | 477,004.0 | 5.9 | |
MSFT | 1,918,222.4 | 5.1 | |
AMZN | 1,092,997.8 | 4.4 | |
CVX | 294,604.1 | 4.4 | |
CMI | 27,663.6 | 4.3 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1 | 0.9 |
(b) Individuals (high net worth individuals) | 6 | 113.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 11.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 24 | 125.6 |
By Discretionary | ||
Discretionary | 24 | 125.6 |
Non-Discretionary | 0 | 0.0 |
Total | 24 | 125.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 125.6 | |
Total | 24 | 125.6 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001906719] |
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---|---|---|
North Ridge Wealth Advisors Inc
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|
OR | 0.1 |
Allaria Asset Management LLC
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FL | 0.1 |
Investor Advisory Group LLC
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NC | 0.1 |
PMG Wealth Management Inc
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IL | 0.1 |
Brian Low Financial Group LLC
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LA | 0.1 |
Clarity Wealth Development LLC
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OR | 0.1 |
Fortune 45 LLC
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|
LA | 0.1 |
Opus Financial Solutions LLC
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|
IL | 0.1 |
NRI Wealth Management LLC
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CA | 0.1 |
Kingstone Capital Partners Texas LLC
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|
TX | 0.1 |