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| Happy Holidays!! thanks for using AUM13F!! |
| Lynx Advisory Partners LLC
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|---|---|
| CRD # | 326594 |
| SEC # | 801-128010 |
| CIK # | |
| AUM | $214.8 M (2025-03-14) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 305-772-7137 |
| Address | 2655 Le Jeune Rd Coral Gables, FL 33134 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 18.1 |
| (b) Individuals (high net worth individuals) | 55 | 196.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 97 | 214.8 |
| By Discretionary | ||
| Discretionary | 70 | 134.6 |
| Non-Discretionary | 27 | 80.2 |
| Total | 97 | 214.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 183.4 | |
| United States Persons | 31.4 | |
| Total | 97 | 214.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roserock Wealth Management LLC
✚
|
TX | 0.2 |
|
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 0.2 |
|
Semus Wealth Partners LLC
✚
|
FL | 0.2 |
|
Dorian Eason Asset Management LLC
✚
|
TN | 0.2 |
|
Main Street Investment Advisors LLC
✚
|
IL | 0.2 |
|
Processus Wealth & Capital Management LLC
✚
|
0.2 | |
|
Barnstone Advisors LLC
✚
|
PA | 0.2 |
|
Spring Capital Management LLC
✚
|
TX | 0.2 |
|
Lewis Asset Management LLC
✚
|
CA | 0.2 |
|
Financial Guidance Group Inc
✚
|
0.2 |