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LYNCH INVESTMENT PLANNING, LLC
CRD 115956 · SEC 801-136530
2 CAMPUS BOULEVARD, SUITE 106, NEWTOWN SQUARE, PA, 19073, United States
Phone
(484) 472-8956
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$143.3M
Discretionary AUM
$133.5M
Team
3 total employees; 3 advisory reps; 11 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX RETURN PREPARATION AND FILING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $40.8M |
| High net worth individuals | 46 | $100.9M |
All web addresses on file
Official SEC filing: View on IAPD