Lynch Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 159938
- Registered since
- January 11, 2022
- Website
- lynchassetmanagement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.59%
- Charitable Organizations8.23%
- Individuals0.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lynch Asset Management, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2022. The firm is individually owned and manages client portfolios on a fee basis (percentage of AUM). Its stated client base includes high-net-worth individuals and families as well as institutional clients, with a primary advisory focus on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not structured as a capital allocator or pension consulting practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Carole Murphy
Chief Compliance OfficerCRD 7463819
Contacts
2 of 2Mark Lynch
President & FounderCRD 1095794
Michael Lynch
Director of Investment ResearchCRD 7337636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$8.4M in ETFs
100%
$8.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $5.5M | 18,150 | 65.41% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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