LYNCH & ASSOCIATES

RIASEC RegisteredEst. 1994

Total AUM

$831M

Discretionary

$767M

92% of AUM

Avg account

$437K

Accounts

1,900

Employees

Advisory reps

Firm details

Headquarters: NEWBURGH, Indiana
CRD number: 108326
Registered since: December 5, 1994
Website: lnaonline.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.35%
Individuals23.23%
Corporations / Businesses2.61%
Charitable Organizations0.94%
Pension & Profit Sharing Plans0.87%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Lynch & Associates is a privately owned advisory corporation that has been SEC-registered since 1994. The firm serves both individual and family clients as well as institutional clients, delivering portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. Its fee menu includes percentage-of-assets, hourly billing, and fixed-fee arrangements. According to regulatory attributes, the adviser is registered as a single-state operation and does not identify as an active ESG investor. The firm’s stated preference is toward equities, with an operational focus on exchange-traded equities as the primary vehicle used in client accounts. Lynch & Associates is not positioned as a capital allocator to external managers (no named in-house capital allocation program appearing in the record).