LYNCH, WINTON & ASSOCIATES, LLC

LYNCH, WINTON & ASSOCIATES, LLC is an SEC-registered investment adviser (CRD 122097). Regulatory assets under management: $4.8M.

Registration

• CRD: 122097
• Type: Registered investment adviser
• Phone: (610) 420-3716
• Latest filing: 2025-03-21
• Regulatory AUM: $4.8M
• Non-discretionary AUM: $4.8M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122097 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search