Amy
Lynch

River Street Advisors, LLC

CRD#6746960
Investment Advisor
in Aurora, IL

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About this Advisor

Amy Lynch is a financial advisor who works in Aurora, Illinois who has 6 years of industry experience. Lynch works at River Street Advisors, LLC. During their career, Lynch has held roles at River Street Advisors, LLC, Homemaker, High Ridge Futures, Home Depot and Old Second Bank. Lynch has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Illinois. River Street Advisors, LLC is a firm based out of Aurora, IL. The firm has offices in four locations and a total of 12 employees. It manages $205 million in assets under management between its 652 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 652 client accounts, 19% are associated with high-net-worth clients who have more than $1 million in investable assets. River Street Advisors, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely are based on which services are offered. Fees billed by River Street Advisors, LLC may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

37 S. River Street
Aurora, IL 60506

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River Street Advisors, LLC Brokerage Details

Total Assets Under Management

$204,601,868

IL Average: $6,674,516,078
Total Number of Employees

12

IL Average: 44
Total Number of Accounts

652

IL Average: 2,564
Average Account Size

$313,807

IL Average: $2,603,165

Investment Advisory Services

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

Amy Lynch Work History

Amy has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

River Street Advisors, LLC

2015 - Present (9 years)

Old Second Bank

2015 - 2015 (< 1 year)

Homemaker

2013 - 2015 (2 years)

High Ridge Futures

2005 - 2013 (8 years)

Home Depot

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amy 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 River Street Advisors, LLC

Jacqueline Runnberg
Aurora, IL
Travis Buoy
Aurora, IL
Richard Gartelmann
Aurora, IL
Steven Meves
Aurora, IL
Bradley Johnson
Aurora, IL
Yamilet Suarez
Aurora, IL
Amy Lynch
Aurora, IL
Michael Cava
Aurora, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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