Lynch & Associates Inc
● SEC registered since 1994CRD 108326SEC# 801-47981Newburgh, IN
Reg. AUM
$831.1M
Employees
7
Accounts
1,900
Location
Newburgh, IN
Lynch & Associates Inc assets under management
Lynch & Associates Inc operates as an SEC-registered investment adviser based in Newburgh, IN. The firm has been registered since 1994. It reports $831.1 million in regulatory assets under management and employs 7 people.
Lynch & Associates Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Daniel Lynch Control | Senior Vice President | 25-50% | 2013 |
| Joseph O Berry | Assistant Vice President | Under 5% | 2024 |
| Julia L Ray Control | Owner | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Lynch & Associates Inc manage?
Lynch & Associates Inc reports $831.1 million in regulatory assets under management on its Form ADV.
How many employees does Lynch & Associates Inc have?
Lynch & Associates Inc reports 7 employees.
Where is Lynch & Associates Inc located?
Lynch & Associates Inc is based in Newburgh, IN and has been SEC-registered since 1994.
Does Lynch & Associates Inc disclose fund performance?
Lynch & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10644 Newburgh Rd, Sr 662, Newburgh, IN 47630-8845 |
| Phone | 812-853-0878 |
| Fax | 812-853-0798 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$831.1M▲ 27%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$831.1Mregulatory AUM
Discretionary $767.5MNon-discretionary $63.7M