LYNCH INVESTMENT PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$143,250,844
Discretionary
$133,516,745
Non-discretionary
$9,734,099
Firm details
- CRD number
- 115956
- SEC file number
- 801-136530
- Main office
- NEWTOWN SQUARE, PA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.