Eric
Lynch

Scharf Investments, LLC

CRD#4317945
Investment Advisor
in Los Gatos, CA

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About this Advisor

Eric Lynch is a financial advisor based in Los Gatos, California, working with Scharf Investments, LLC. Eric has previously held a position at Scharf Investments and has passed the Series 66 regulatory exam. Eric is registered to provide services in California. Currently, Eric is part of Scharf Investments, LLC, which operates out of Los Gatos, California. The firm has one office and 23 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Scharf Investments, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

16450 Los Gatos Boulevard, Suite 207
Los Gatos, CA 95032

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Scharf Investments, LLC Brokerage Details

Total Assets Under Management

$4,540,586,379

CA Average: $7,578,581,321
Total Number of Employees

23

CA Average: 43
Total Number of Accounts

1,603

CA Average: 3,727
Average Account Size

$2,832,555

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Eric Lynch Work History

2007 - Present (18 years)

Scharf Investments

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eric Lynch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scharf Investments, LLC

Evan Jones
Los Gatos, CA
Kenneth Vander Kooi
Los Gatos, CA
Robert O'Quinn
Jacksonville, FL
Thaddeus Heggeness
Los Gatos, CA
Aaron Miller
Los Gatos, CA
Deborah Robinson
Los Gatos, CA
Marcus Poteete
Los Gatos, CA
Eric Lynch
Los Gatos, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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