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LYNCH & ASSOCIATES
LYNCH & ASSOCIATES INC
CRD 108326 · SEC 801-47981
10644 NEWBURGH RD, SR 662, NEWBURGH, IN, 47630-8845, United States
Phone
812-853-0878
Fax
812-853-0798
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$831.1M
Discretionary AUM
$767.5M
Team
7 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 517 | $193.1M |
| High net worth individuals | 164 | $601.3M |
| Corporations/business entities | 15 | $21.7M |
States served
CA, IL, IN, KY, LA, MN, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD