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Building 2TINSLEY LYNOTT FAMILY WEALTH ADVISORS

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Phone760-610-2441
NotebookSEC #801-116675
Total AUM
$1.1M
Employees
1
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10AM-2PM
Monday - Friday
Phone
760-610-2441

ReceiptFinancials

Total AUM
$1.1M
Accounts
1
Discretionary
$1.1M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.1M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
0

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
WEBINARS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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