Lynx Investment Advisory, Llc

Lynx Investment Advisory, Llc

Washington, District of Columbia

Lynx Investment Advisory, LLC is a reputable local investment advisory firm headquartered in Washington, DC, with two offices. With 12 dedicated professionals on their team, they possess a wealth of experience and expertise in providing comprehensive investment advisory services. Among their employees, 9 individuals specialize in offering personalized investment advice to clients. Lynx Investment Advisory maintains an impressive average of approximately $73,470,000 in assets under management per investment advisor, placing them on par with industry standards. Their compensation structure encompasses various types, including a per...see more

Assets Under Mgmt

$896.03M

Investment Professionals

9

Locations

1

% 401K & Individual

5%

% Discretionary

21%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees
  • Performance-based fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other: PERFORMANCE MEASUREMENT, ASSET ALLOCATION

Reviews for Lynx Investment Advisory, Llc

Loading...

This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website