LYNCH RETIREMENT ADVISORS, LLC.
Firm details
- Headquarters
- CANAL WINCHESTER, Ohio
- CRD number
- 167796
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lynch Retirement Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm bills through a mix of percentage-of-assets fees, hourly and fixed fees, and transaction-based commissions. It is not positioned as a multi-state adviser or a capital allocator, and it does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds90%
- Other10%
Contacts
1 of 1LUCINDA LYNCH
President, CCOCRD 2654898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CANAL WINCHESTER, OH
FAIRFIELD
Location
CANAL WINCHESTER, OH
Headquartered in CANAL WINCHESTER, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FAIRFIELD
- Address
- 27 E Columbus St
- Time zone
- ET (UTC-5)
- Office locations
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