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Building 2LYNX INVESTMENT ADVISORY, LLC

Map pinWASHINGTON, DC
Phone202-833-3700
NotebookSEC #801-54969
Total AUM
$1.1B
Employees
13
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 CONNECTICUT AVENUE, NW
SUITE 300
WASHINGTON
DC 20036
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
202-833-3700
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
236
Discretionary
$360.6M
Accounts
186
Non-Discretionary
$753.9M
Accounts
50

ContactClients

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Individual Clients
117
AUM
$69.4M
HNW Individual Clients
97
AUM
$833.6M
Pension/Profit Sharing Plan Clients
4
AUM
$9.2M
Charitable Organization Clients
5
AUM
$52M
Other Clients
13
AUM
$150.3M
Description of Other Clients
NON-PROFITS AND EDUCATIONAL ENTITIES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PERFORMANCE MEASUREMENT, ASSET ALLOCATION
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMAMDNENHNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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