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 an independent, privately owned registered investment adviser organized as a corporation and SEC-registered since 1994. The firm serves both individual and family clients as well as institutional and business clients. Its advisory offering centers on discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, with pension consulting included among reported services. Its client billing includes standard asset-based fees alongside hourly and fixed-fee engagements, which suggests flexibility for project work or consulting alongside ongoing asset management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator to external managers.