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Building 2LYNCH INVESTMENT PLANNING, LLC

Map pinNEWTOWN SQUARE, PA
Phone(484) 472-8956
NotebookSEC #801-136530
Total AUM
$143.3M
Employees
3
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 CAMPUS BOULEVARD
SUITE 106
NEWTOWN SQUARE
PA 19073
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(484) 472-8956

ReceiptFinancials

Total AUM
$143.3M
Accounts
410
Discretionary
$133.5M
Accounts
401
Non-Discretionary
$9.7M
Accounts
9

ContactClients

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Individual Clients
94
AUM
$40.8M
HNW Individual Clients
46
AUM
$100.9M
Charitable Organization Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX RETURN PREPARATION AND FILING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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