# Lynch Investment Planning, LLC

Lynch Investment Planning, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/lynch-investment-planning

## Regulatory record

- **CRD number:** 115956
- **SEC file number:** 801-136530
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-19T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115956

## About

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.

## 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.

### 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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Last updated: 2026-06-03T20:00:00.000Z

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