Lynch & Associates

Lynch & Associates

Newburgh, Indiana

5.0

3 Reviews

Lynch & Associates is a well-established investment advisory firm headquartered in Newburgh, IN, with a proven track record of delivering exceptional financial services. With a single office, they are deeply rooted in the local community and have earned a reputation for providing reliable investment advice. With a team of six highly skilled professionals, Lynch & Associates focuses solely on investment advisory services, ensuring a specialized and comprehensive approach to wealth management. The firm boasts an impressive average of $102,840,000 in assets under management per investment advisor, which aligns with the industry aver...see more

Assets Under Mgmt

$617.04M

Investment Professionals

6

Locations

0

% 401K & Individual

32%

% Discretionary

86%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Reviews for Lynch & Associates

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