Lynch Financial Advisors, Inc
CRD 342560SEC# 801-136715Roseville, CA
No longer SEC-registered. Lynch Financial Advisors, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$108.6M
Employees
3
Accounts
22
Location
Roseville, CA
Lynch Financial Advisors, Inc assets under management
Lynch Financial Advisors, Inc is an SEC-registered investment adviser based in Roseville, CA. It reports $108.6 million in regulatory assets under management and employs 3 people.
Lynch Financial Advisors, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Manbir Singh Chohan | Operatoins Manager | 5-10% | 2026 |
| Michael Scott Lynch Control | Principal And Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Lynch Financial Advisors, Inc manage?
Lynch Financial Advisors, Inc reports $108.6 million in regulatory assets under management on its Form ADV.
How many employees does Lynch Financial Advisors, Inc have?
Lynch Financial Advisors, Inc reports 3 employees.
Where is Lynch Financial Advisors, Inc located?
Lynch Financial Advisors, Inc is based in Roseville, CA.
Does Lynch Financial Advisors, Inc disclose fund performance?
Lynch Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1700 Eureka Road Suite 155, Roseville, CA 95661 |
| Office hours | 9-5 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$108.6Mregulatory AUM
Discretionary $0Non-discretionary $108.6M