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LYNCH FINANCIAL GROUP
LYNCH FINANCIAL GROUP LLC
CRD 105821 · SEC 801-36789
5880 SAWMILL RD, SUITE 204, DUBLIN, OH, 43017, United States
Phone
614-791-8884
Fax
614-791-8885
Registration
— (—)
Source
State registered
Total AUM
$109.2M
Discretionary AUM
$109.2M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX RETURN PREPARATION & PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.8M |
| High net worth individuals | 36 | $104.4M |
All web addresses on file
Official SEC filing: View on IAPD