Lynch Financial Advisors
Lynch Financial Advisors (CRD# 137094) is a financial advisory firm headquartered in Roseville, CA. They manage $69,000,000 in 119 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management69MILLION
-
Total Number of Accounts119ACCOUNTS
-
Average Account Value$579,832
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lynch Financial Advisors
1
Michael Lynch (CRD# 5062414) is an Investment Advisor Representative working at Lynch Financial Advisors in Roseville, CA and has over 21 years of experience in the finance industry.
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