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Building 2STEVE LYNCH WEALTH MANAGEMENT

Map pinALBUQUERQUE, NM
Phone505-881-7526
NotebookSEC #801-130555
Total AUM
$153.4M
Employees
3
Clients
727

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6605 UPTOWN BLVD. NE
SUITE 370
ALBUQUERQUE
NM 87110
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
505-881-7526

ReceiptFinancials

Total AUM
$153.4M
Accounts
727
Discretionary
$0
Accounts
0
Non-Discretionary
$153.4M
Accounts
727

ContactClients

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Individual Clients
676
AUM
$87.4M
HNW Individual Clients
51
AUM
$65.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NMTX

HandshakeAffiliates

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

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