|
⚲
|
| Lynch & Associates Inc
✚
| |
|---|---|
| CRD # | 108326 |
| SEC # | 801-47981 |
| CIK # | |
| AUM | $655.7 MM (2024-03-06) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 812-853-0878 |
| Address | 10644 Newburgh Rd Newburgh, IN 47630-8845 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 494 | 164.5 |
| (b) Individuals (high net worth individuals) | 107 | 449.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.4 |
| (h) Charitable organizations | 6 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 28.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,779 | 655.7 |
| By Discretionary | ||
| Discretionary | 1,551 | 581.2 |
| Non-Discretionary | 228 | 74.5 |
| Total | 1,779 | 655.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 655.7 | |
| Total | 1,779 | 655.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wall Capital Group Inc
✚
|
AZ | 0.7 |
|
The L Warner Companies Inc
✚
|
MD | 0.7 |
|
Stonebrook Private Inc
✚
|
MI | 0.7 |
|
Torray Investment Partners LLC
✚
|
MD | 0.7 |
|
Blue Edge Capital LLC
✚
|
VA | 0.7 |
|
Alteri Wealth LLC
✚
|
CA | 0.7 |
|
Dillon & Associates Inc
✚
|
MI | 0.7 |
|
Barry Investment Advisors LLC
✚
|
MA | 0.7 |
|
Lipe & Dalton Inc
✚
|
NY | 0.7 |
|
Teamwork Financial Advisors LLC
✚
|
TX | 0.7 |