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Lynch Investment Planning, LLC

● SEC registered since 2026CRD 115956SEC# 801-136530Newtown Square, PA
Export (members)
Reg. AUM
$143.3M
Employees
3
Accounts
410
Location
Newtown Square, PA

Lynch Investment Planning, LLC assets under management

Lynch Investment Planning, LLC is an SEC-registered investment adviser based in Newtown Square, PA. The firm has been registered since 2026. It reports $143.3 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/james-lynch-cfp%c2%ae-a4111531View on SEC.gov ↗

Lynch Investment Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Francis LynchMember10-25%2024
Michael Joseph Lynch ControlCco, MemberOver 75%2021

Frequently asked questions

How much does Lynch Investment Planning, LLC manage?

Lynch Investment Planning, LLC reports $143.3 million in regulatory assets under management on its Form ADV.

How many employees does Lynch Investment Planning, LLC have?

Lynch Investment Planning, LLC reports 3 employees.

Where is Lynch Investment Planning, LLC located?

Lynch Investment Planning, LLC is based in Newtown Square, PA and has been SEC-registered since 2026.

Does Lynch Investment Planning, LLC disclose fund performance?

Lynch Investment Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Campus Boulevard, Suite 106, Newtown Square, PA 19073
Phone(484) 472-8956
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133.5M
Non-discretionary$9.7M
Total (RAUM)$143.3M