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
1700 Eureka Rd. Suite 155, Roseville, CA 95661
http://www.lynchfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lynch Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Michael Lynch, financial advisor Roseville CA
Michael S. Lynch
CRD#: 5062414
1700 Eureka Rd. Suite 155, Roseville, CA 95661

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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