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LYNX INVESTMENT ADVISORY, LLC
CRD 111814 · SEC 801-54969
1100 CONNECTICUT AVENUE, NW, SUITE 300, WASHINGTON, DC, 20036, United States
Phone
202-833-3700
Fax
202-833-3704
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$360.6M
Team
13 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPERFORMANCE MEASUREMENT, ASSET ALLOCATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $69.4M |
| High net worth individuals | 97 | $833.6M |
| Pension/profit sharing plans | 4 | $9.2M |
| Charitable organizations | 5 | $52.0M |
States served
CA, DC, MD, MA, NE, NY, OH, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD