Lynch Financial Advisors

RIASEC Registered

Total AUM

$113M

Discretionary

$113M

100% of AUM

Avg account

$255K

Accounts

442

Employees

Advisory reps

Firm details

Headquarters: Roseville, California
CRD number: 342560
Registered since: July 13, 2026
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.46%
Individuals35.58%
Pension & Profit Sharing Plans4.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lynch Financial Advisors is an independent registered investment adviser operating as a corporation and registered with the SEC in 2026. The firm is owner-operated (individual owner type) and serves both individual & family clients and institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor, is not a multistate adviser, and lists an industry affiliation with an accountant.