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Lynch Financial Advisors, Inc

CRD 342560SEC# 801-136715Roseville, CA
Export (members)
No longer SEC-registered. Lynch Financial Advisors, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$108.6M
Employees
3
Accounts
22
Location
Roseville, CA

Lynch Financial Advisors, Inc assets under management

Lynch Financial Advisors, Inc is an SEC-registered investment adviser based in Roseville, CA. It reports $108.6 million in regulatory assets under management and employs 3 people.

Lynch Financial Advisors, Inc owners & executives

2 reported
NameTitleOwnershipSince
Manbir Singh ChohanOperatoins Manager5-10%2026
Michael Scott Lynch ControlPrincipal And Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Lynch Financial Advisors, Inc manage?

Lynch Financial Advisors, Inc reports $108.6 million in regulatory assets under management on its Form ADV.

How many employees does Lynch Financial Advisors, Inc have?

Lynch Financial Advisors, Inc reports 3 employees.

Where is Lynch Financial Advisors, Inc located?

Lynch Financial Advisors, Inc is based in Roseville, CA.

Does Lynch Financial Advisors, Inc disclose fund performance?

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

Contact & registration

Address1700 Eureka Road Suite 155, Roseville, CA 95661
Office hours9-5
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$108.6M
Total (RAUM)$108.6M