Lynch Investment Planning, LLC

Lynch Investment Planning is a fee-only Registered Investment Advisor founded by Jim Lynch, CFP®. We provide investment advisory services and financial...

Overview

Lynch Investment Planning is a fee-only Registered Investment Advisor founded by Jim Lynch, CFP®. We provide investment advisory services and financial planning to clients in the Greater Philadelphia region. We are completely independent and we respect every client, regardless of their net worth. LYNCH INVESTMENT PLANNING, LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-19, it reported 3 employees; 410 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

linkedin.com/company/lynch-investment-planning

General information

Firm type

RIA

Who runs investment decisions at Lynch Investment Planning, LLC?

No named principals or investment professionals are publicly disclosed for this firm. Its SEC RIA registration does not identify a specific CEO or CIO.

What is the AUM of Lynch Investment Planning, LLC?

The firm has not publicly disclosed its AUM. No estimate can be reliably derived from available sources.

What investment stages does Lynch Investment Planning, LLC target?

No investment-stage preferences have been documented in public sources. The firm's strategy is unconfirmed.

Which sectors does Lynch Investment Planning, LLC focus on?

No sector-specific focus has been publicly disclosed. The investment mandate is not available.

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