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LYNCH ASSET MANAGEMENT, INC.
CRD 159938 · SEC 801-122985
NJ, United States
Phone
215-801-1550
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$330.6M
Discretionary AUM
$330.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $602K |
| High net worth individuals | 8 | $302.8M |
| Charitable organizations | 2 | $27.2M |
States served
NJ, PA
All web addresses on file
Official SEC filing: View on IAPD