Lynx Investment Advisory, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 111814
- Registered since
- October 17, 1997
- Website
- www.lynxinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI74.8%
- Other13.49%
- Individuals6.22%
- Charitable Organizations4.67%
- Pension & Profit Sharing Plans0.83%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Lynx Investment Advisory, LLC is an independent registered investment adviser that has been SEC-registered since 1997. The firm serves both individual and family clients as well as institutional accounts, positioning itself as a capital allocator and adviser-of-advisers. Its core services include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Compensation arrangements include percentage-of-assets, fixed fees, and performance-based fees. The firm is not characterized as an active ESG investor and reports activities as a sponsor/manager of pooled investment vehicles in addition to operating as an investment adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Industry Accolades & Awards
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 Funds44%
- Investment Grade Corp Bonds21%
- Exchange Traded Equities13%
- Cash & Cash Equivalents7%
- Private Funds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 164Active vs passive
$255M in ETFs
87%
$221M
8%
$33.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $12.5M | 148,608 | 4.90% |
Location
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1100 Connecticut Ave Nw
- Time zone
- ET (UTC-5)
- Office locations
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