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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-15-2018
- Office Locations
- 1
Office Locations
About Lynch Investment Planning, LLC
Lynch Investment Planning, LLC is a fee-only RIA in the greater Philadelphia/Delaware County area providing holistic financial planning and investment management for families, small businesses, and nonprofit organizations. A multi-generational, independent family firm serving clients since 1990, it emphasizes long-term relationships with direct access to the team. Portfolios commonly use public funds and ETFs with U.S. government/agency bond exposure; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Owner & Executives
Michael Joseph Lynch
Chief Compliance Officer, Partner
- CRD
- #7000512
- Ownership
- 75% or more
David Francis Lynch
--
- CRD
- #6650330
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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JAMES LYNCH
Partner
- CRD
- #2156442
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,516,745 | $332,959 |
| Non-Discretionary | $9,734,099 | $1,081,567 |
| Total | $143,250,844 | $349,392 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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