$109.2M Total AUM
$109.2M Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-23-1999
- Office Locations
- 1
Office Locations
5880 Sawmill RD Suite 204 Dublin OH
About Lynch Financial Group
Lynch Financial Group is a Dublin-based RIA. The firm has been operating for 26 years. Managing $109.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
56 AVG AGE
$54.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
14.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DOUGLAS M. LYNCH
Managing Member, President
- CRD
- #4670420
- Ownership
- 75% or more
Available
Available
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J
JOHN CHARLES LYNCH
Investment Advisor
- CRD
- #4675547
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,190,036 | $335,139 |
| Non-Discretionary | $0 | -- |
| Total | $109,190,036 | $335,139 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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