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Lynch & Associates Inc

● SEC registered since 1994CRD 108326SEC# 801-47981Newburgh, IN
Export (members)
Reg. AUM
$741.5M
Employees
8
Accounts
1,870
Location
Newburgh, IN

Lynch & Associates Inc assets under management

Lynch & Associates Inc operates as an SEC-registered investment adviser based in Newburgh, IN. The firm has been registered since 1994. It reports $741.5 million in regulatory assets under management and employs 8 people.
www.lnaonline.comView on SEC.gov ↗

Lynch & Associates Inc owners & executives

7 reported
NameTitleOwnershipSince
James Daniel Lynch ControlSenior Vice President25-50%2013
Jennifer Lee FarlessVice PresidentUnder 5%2013
Joseph O BerryAssistant Vice PresidentUnder 5%2024
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Frequently asked questions

How much does Lynch & Associates Inc manage?

Lynch & Associates Inc reports $741.5 million in regulatory assets under management on its Form ADV.

How many employees does Lynch & Associates Inc have?

Lynch & Associates Inc reports 8 employees.

Where is Lynch & Associates Inc located?

Lynch & Associates Inc is based in Newburgh, IN and has been SEC-registered since 1994.

Does Lynch & Associates Inc disclose fund performance?

Lynch & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10644 Newburgh Rd, Sr 662, Newburgh, IN 47630-8845
Phone812-853-0878
Fax812-853-0798
Office hours8:00 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$665.4M
Non-discretionary$76.1M
Total (RAUM)$741.5M