Adviser Profile
| As of Date | 06/20/2026 |
| Registration status | Registration Changed to LYNCH INVESTMENT PLANNING, LLC |
| ADV Location | NEWTOWN SQUARE, PA, United States |
| Contact Info | (48 xxxxxxx |
| Websites |
| AUM* | 143,250,844 40% |
| of that, discretionary | 133,516,745 30% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 349,392 9% |
| % High Net Worth | 31.94% 15% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds