Lynch, Winton & Associates, LLC
RIASEC Registered
Total AUM
$4.8M
Discretionary
$0
0% of AUM
Avg account
$282K
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 122097
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.69%
- Individuals45.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lynch, Winton & Associates, LLC is an independent registered investment advisory firm that focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual, emphasizing a personalized approach to wealth management. With a fee structure based on a percentage of assets under management, Lynch, Winton & Associates aims to align its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
1 of 1Randolph Winton
OwnerCRD 1838241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations