LYNCH INVESTMENT PLANNING, LLC
Firm details
- Headquarters
- NEWTOWN SQUARE, Pennsylvania
- CRD number
- 115956
- Website
- www.lynchip.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.43%
- Individuals28.48%
- Charitable Organizations1.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Lynch Investment Planning, LLC is an independent, individual-owned registered investment adviser that works primarily with individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include both a percentage-of-assets model and fixed fees. The adviser does not identify as an active ESG investor and appears to operate on a single-state basis; it lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds76%
- Exchange Traded Equities15%
- US Government Bonds7%
- Cash & Cash Equivalents2%
Contacts
3 of 3David Lynch
PartnerCRD 6650330
JAMES LYNCH
PrincipalCRD 2156442
Michael Lynch
PartnerCRD 7000512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWTOWN SQUARE, PA
DELAWARE
Location
NEWTOWN SQUARE, PA
Headquartered in NEWTOWN SQUARE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 2 Campus Blvd
- Time zone
- ET (UTC-5)
- Office locations
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