Michael P Lynch Wealth Management, LLC

Michael P Lynch Wealth Management, LLC (CRD# 147450) is a financial advisory firm headquartered in Stockton, CA. They manage $25,372,018 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5250 Claremont Ave, Ste 145, Stockton, CA 95207
http://www.mplwealthmgt.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $329,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Michael P Lynch Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Lynch, financial advisor Stockton CA
Michael P. Lynch
CRD#: 5562131
5250 Claremont Ave, Ste 145, Stockton, CA 95207

Michael Lynch (CRD# 5562131) is an Investment Advisor Representative working at Michael P Lynch Wealth Management, LLC in Stockton, CA and has 1 year 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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