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| Keyboard |
| Lynch & Associates Inc
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|---|---|
| CRD # | 108326 |
| SEC # | 801-47981 |
| CIK # | |
| AUM | 831.1 M (2026-02-19) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 812-853-0878 |
| Address | 10644 Newburgh Rd Newburgh, IN 47630-8845 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 517 | 193.1 |
| (b) Individuals (high net worth individuals) | 164 | 601.3 |
| (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 | 7.2 |
| (h) Charitable organizations | 0 | 7.8 |
| (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 | 15 | 21.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,900 | 831.1 |
| By Discretionary | ||
| Discretionary | 1,680 | 767.5 |
| Non-Discretionary | 220 | 63.7 |
| Total | 1,900 | 831.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 831.1 | |
| Total | 1,900 | 831.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
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KFA Private Wealth Group LLC
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North Berkeley Wealth Management LLC
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Mason & Associates Inc
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CA | 828.7 M |
|
Global Financial Private Client LLC
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|
Impact Retirement Advisors LLC
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|
827.7 M | |
|
Walsh & Associates LLC
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|
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