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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...
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 planning to clients in the Greater Philadelphia region. We are completely independent and we respect every client, regardless of their net worth.
General information
Firm type
RIA
Frequently asked questions
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.
Is Lynch Investment Planning, LLC structured as a family office or an asset manager?
The firm is registered as a US investment advisor (RIA), which is a regulatory classification. Its specific structure — single-family office, multi-family office, or purely third-party asset manager — is not discernible from public records.
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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