Lynch Financial Group
Lynch Financial Group (CRD# 326983) is a financial advisory firm headquartered in Westminster, CO. They manage $3,312,797 in 37 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts37ACCOUNTS
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Average Account Value$89,535
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, TX
Financial Advisors at Lynch Financial Group
1
Christopher Lynch (CRD# 7337162) is an Investment Advisor Representative working at Lynch Financial Group in Camarillo, CA and has over 3 years of experience in the finance industry.
2
Meghan Lynch (CRD# 7767521) is an Investment Advisor Representative working at Lynch Financial Group in Westminster, CO and has 1 year of experience in the finance industry.
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