LYNCH INVESTMENT PLANNING, LLC

LYNCH INVESTMENT PLANNING, LLC of NEWTOWN SQUARE, PA is an SEC-registered investment adviser (CRD 115956). Regulatory assets under management: $143.3M.

Registration

• CRD: 115956
• SEC file number: 801-136530
• Type: Registered investment adviser
• Location: 2 CAMPUS BOULEVARD, SUITE 106, NEWTOWN SQUARE, PA, 19073
• Phone: (484) 472-8956
• Latest filing: 2026-05-19
• Regulatory AUM: $143.3M
• Discretionary AUM: $133.5M
• Non-discretionary AUM: $9.7M
• Clients: 3
• Accounts: 410

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115956 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search