Lynch Investment Planning, LLC

Lynch Investment Planning, LLC (CRD# 115956) is a financial advisory firm headquartered in Media, PA. They manage $82,622,007 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10 Beatty Road, Suite 100, Media, PA 19063
https://www.linkedin.com/company/4422642/admin/
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $312,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Lynch Investment Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Lynch, financial advisor Media PA
Michael J. Lynch
CRD#: 7000512
10 Beatty Road, Suite 100, Media, PA 19063

Michael Lynch (CRD# 7000512) is an Investment Advisor Representative working at Lynch Investment Planning, LLC in Media, PA and has over 5 years of experience in the finance industry.

2
James Lynch, financial advisor Media PA
James Lynch
CRD#: 2156442
10 Beatty Road, Suite 100, Media, PA 19063

James Lynch (CRD# 2156442) is an Investment Advisor Representative working at Lynch Investment Planning, LLC in Media, PA and has over 32 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals