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⚲
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| Lynch Investment Planning LLC
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|
|---|---|
| CRD # | 115956 |
| SEC # | 801-136530 |
| CIK # | 0002110354 |
| AUM | $143.3 M (2026-05-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 484-472-8956 |
| Address | 2 Campus Boulevard Newtown Square, PA 19073 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Alphabet Inc | 2.5 | |
| Apple Inc | 2.2 | |
| Amazon Com Inc | 1.2 | |
| Microsoft Corp | 1.1 | |
| J P Morgan Chase & Co | 0.8 | |
| Nvidia Corp | 0.7 | |
| Cisco Systems Inc | 0.6 | |
| Deere & Co | 0.6 | |
| Automatic Data Processing Inc | 0.5 | |
| Wal Mart Stores Inc | 0.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 40.8 |
| (b) Individuals (high net worth individuals) | 46 | 100.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 410 | 143.3 |
| By Discretionary | ||
| Discretionary | 401 | 133.5 |
| Non-Discretionary | 9 | 9.7 |
| Total | 410 | 143.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.3 | |
| Total | 410 | 143.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110354] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Star Capital Inc
✚
|
MN | 0.1 |
|
Mayfield Advisors Inc
✚
|
CA | 0.1 |
|
Martinsen Wealth Management LLC
✚
|
AZ | 0.1 |
|
Granite State Retirement Planning Inc
✚
|
NH | 0.1 |
|
Forest Capital Operating Company LLC
✚
|
NC | 0.1 |
|
PCG Asset Management LLC
✚
|
NJ | 0.1 |
|
S R Schill & Associates Inc
✚
|
WA | 0.1 |
|
Verus Wealth Management LLC
✚
|
WI | 0.1 |
|
Gerstemeier Financial Group LLC
✚
|
0.1 | |
|
TCM Advisors LLC
✚
|
0.1 |