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LYNCH & ASSOCIATES
NEWBURGH, IN
812-853-0878
SEC #801-47981Total AUM
$831.1M
Employees
7Clients
698Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10644 NEWBURGH RD
SR 662
NEWBURGH
IN 47630-8845
United States
SR 662
NEWBURGH
IN 47630-8845
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
812-853-0878
Financials
Total AUM
$831.1M
Accounts
1,900Discretionary
$767.5M
Accounts
1,680Non-Discretionary
$63.7M
Accounts
220
Clients
Individual Clients
517AUM
$193.1M
HNW Individual Clients
164AUM
$601.3M
Pension/Profit Sharing Plan Clients
1AUM
$7.2M
Charitable Organization Clients
1AUM
$7.8M
Corporation or Business Clients
15AUM
$21.7M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILINKYLAMNNCTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.