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 a SEC-registered advisory corporation (registered in 2022) that manages portfolios for individual and family clients as well as institutional accounts. The firm is owned by an individual and charges fees as a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses. The firm is not identified as an active ESG investor and does not position itself as a capital allocator or pension consultant.
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
$7.1M in ETFs
100%
$7.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $4.8M | 18,150 | 67.01% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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