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| Keyboard |
| Lynx Advisory Partners LLC
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|---|---|
| CRD # | 326594 |
| SEC # | 801-128010 |
| CIK # | |
| AUM | 221.4 M (2026-02-24) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-772-7137 |
| Address | 2655 Le Jeune Rd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 17.3 |
| (b) Individuals (high net worth individuals) | 66 | 204.1 |
| (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 | 113 | 221.4 |
| By Discretionary | ||
| Discretionary | 76 | 140.8 |
| Non-Discretionary | 37 | 80.6 |
| Total | 113 | 221.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 191.4 | |
| United States Persons | 30.0 | |
| Total | 113 | 221.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Optimize Financial Inc
✚
|
CA | 221.7 M |
|
Pacific Park Financial Inc
✚
|
CA | 221.6 M |
|
Hager Investment Management Services LLC
✚
|
NH | 221.6 M |
|
Avantra Family Wealth Inc
✚
|
PA | 221.6 M |
|
Capital Developers LLC
✚
|
NC | 221.5 M |
|
Riverglades Family Offices LLC
✚
|
FL | 221.4 M |
|
Wisdom Index Advisors LLC
✚
|
TX | 221.3 M |
|
DWR Wealth Management LLC
✚
|
CA | 221.2 M |
|
Pullen Investment Management LLC
✚
|
FL | 221.0 M |
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 220.9 M |