Lynch Asset Management Inc

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Assets, Funds, Holdings

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Lynch Asset Management Inc
CRD #159938
SEC #801-122985
CIK #0001906719
AUM $184.0 MM (2024-07-30)
Employees 3 (67% Investors, 0% Brokers)
Phone215-801-1550
Address16 Creekview Lane
Yardley, PA 19067
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
190152114763802009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 66.2
NVO 245,328.6 15.0
GOOGL 1,475,138.5 12.9
META 434,852.0 8.9
AAPL 2,382,844.0 8.2
AMZN 1,092,997.8 8.1
MSFT 1,918,222.4 8.0
ABBV 269,466.6 7.9
NOW 94,905.7 6.4
CRWD 40,424.6 5.9
View All
Holdings by Sector ($MM)
2502001501005002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 6 168.4
(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 15.5
(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 19 184.0
By Discretionary
Discretionary 19 184.0
Non-Discretionary 0 0.0
Total 19 184.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 184.0
Total 19 184.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001906719]
Comparable Firms State AUM ($BB)
Patrick M Sweeney & Associates Inc
IL 0.2
Parrott Wealth Management LLC
TX 0.2
Trustwell Financial Advisors LLC
FL 0.2
Hoffman Alan Nathan
MA 0.2
New River Financial Group LLC
VA 0.2
Strategic Planning Group Inc
MA 0.2
RD Lewis Holdings Inc
FL 0.2
Bennington Financial Planning Group
VT 0.2
Alder Financial Group Inc
GA 0.2
Blacktower Financial Management US LLC
FL 0.2
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