Lynch & Associates Inc is a large advisory firm based in Newburgh. It manages $434.06 million of regulatory assets for 1,527 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 6 other states.
Lynch & Associates provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lynch & Associates Inc is $434.06 million. The firm's AUM has grown by 108% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lynch & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Ryan Thomas Lynch is individuals with 500 clients and $261.21 million of assets under management. Among the 11 most similar advisory firms, Lynch & Associates has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $429.26 million for 550 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lynch & Associates doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ryan Thomas Lynch has been acting as President since 1 Dec 2013. Jeffrey Wendorff Foye joined the executive team most recently as the Senior Vice President.
The principal office where Lynch & Associates Inc performs its advisory services is located at 10644 Newburgh Rd, Newburgh, IN 47630 8845 The mailing address of the firm is P.O. Box 5585, Evansville, IN 47716 5585. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 812-853-0878 or by fax 812-853-0798. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at lnaonline.com/.