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| Keyboard |
| Lynch Financial Advisors Inc
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|---|---|
| CRD # | 342560 |
| SEC # | 801-136715 |
| CIK # | |
| AUM | 108.6 M (2026-06-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 916-772-3103 |
| Address | 1700 Eureka Road Suite 155 Roseville, CA 95661 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 93.9 |
| (b) Individuals (high net worth individuals) | 0 | 9.0 |
| (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 | 6 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 22 | 108.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 22 | 108.6 |
| Total | 22 | 108.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.6 | |
| Total | 22 | 108.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pavlic Investment Advisors Inc
✚
|
WI | 108.8 M |
|
Blue Granite Capital LLC
✚
|
SC | 108.8 M |
|
HFG Colorado Inc
✚
|
CO | 108.8 M |
|
Grace Capital Management LLC
✚
|
TX | 108.7 M |
|
Ten Peaks Partners LLC
✚
|
MO | 108.6 M |
|
Double Eagle Wealth Management LLC
✚
|
TX | 108.6 M |
|
L&S Private Wealth LLC
✚
|
OK | 108.5 M |
|
Triple Summit Advisors LLC
✚
|
108.5 M | |
|
Montello Wealth Management Inc
✚
|
FL | 108.4 M |
|
Peapod Lane Capital LLC
✚
|
NY | 108.2 M |