Lynch & Associates
Firm details
- Headquarters
- Newburgh, Indiana
- CRD number
- 108326
- Registered since
- December 5, 1994
- Website
- lnaonline.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.35%
- Individuals23.23%
- Corporations / Businesses2.61%
- Charitable Organizations0.94%
- Pension & Profit Sharing Plans0.87%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Lynch & Associates is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (initial registration recorded in 1994) and serves both individual/family clients and institutional investors. Its advisory services emphasize discretionary portfolio management for individuals, small businesses, and institutions, and the firm also offers pension consulting services. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements, indicating a mix of ongoing portfolio relationships and project-based work. The firm is not identified as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents7%
- State & Local Bonds4%
- US Government Bonds3%
Owners & executives
1 of 1
Thomas Lynch
Chairman and Chief Executive OfficerCRD 865691
Contacts
3 of 7
Matthew Hampton
Assistant Vice PresidentCRD 5553448
James Lynch
Investment Advisor RepresentativeCRD 4750271
Ryan Lynch
PresidentCRD 2259937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$372M in ETFs
50%
$188M
50%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $25M | 32,707 | 6.73% |
Location
Newburgh, IN
Warrick
Location
Newburgh, IN
Headquartered in Newburgh, IN, in the Midwest of the United States.
- Region
- Midwest
- County
- Warrick
- Address
- 10644 Newburgh Rd
- Time zone
- ET (UTC-5)
- Office locations
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