L
CRD: 342560
Lynch Financial Advisors, INC
$108.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
119 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2005
- Office Locations
- 1
Office Locations
1700 Eureka Road Suite 155 Roseville CA
About Lynch Financial Advisors, INC
Lynch Financial Advisors, INC is a Roseville-based RIA. The firm has been operating for 21 years. Managing $108.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$36.2M AVG AUM / ADVISOR
$912.2K AVG AUM / CLIENT
10.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL SCOTT LYNCH
Chief Compliance Officer, PRINCIPAL
- CRD
- #5062414
- Ownership
- 75% or more
Available
Available
Available
M
Manbir Singh Chohan
--
- CRD
- #8034644
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $108,552,000 | -- |
| Total | $108,552,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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