Michael
Lynch

Lynch Asset Management, Inc

CRD#7337636
Investment Advisor
in Yardley, PA

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About this Advisor

Michael Lynch is a chartered financial analyst working out of Yardley, Pennsylvania with 1 year of relevant experience. Lynch works at Lynch Asset Management, Inc. The advisor has gained experience at Td Securities (Usa) LLC, Td Bank, N.A and Lynch Asset Management. Lynch has a Series 63 license, qualifying them as a securities broker, and is able to operate in New Jersey and Pennsylvania. Lynch Asset Management, Inc is a registered investment business with a branch in Yardley, Pennsylvania. It oversees $126 million in assets across its 24 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 24 client accounts, 75% are held by high-net-worth investors who have at least $1 million in investable assets. Lynch Asset Management, Inc performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees are based on which services are offered. Fees billed by Lynch Asset Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Yardley, PA

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Lynch Asset Management, Inc Brokerage Details

Total Assets Under Management

$125,614,383

Total Number of Employees

3

Total Number of Accounts

24

Average Account Size

$5,233,933

Investment Advisory Services

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

Michael Lynch Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lynch Asset Management

2021 - 2022 (1 year)

Td Securities (Usa) LLC

2012 - 2021 (9 years)

Td Bank, N.A

*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 Michael 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 Lynch Asset Management, Inc

Michael Lynch
Yardley, PA
Mark Lynch
Yardley, PA

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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