Lynch Investment Planning, LLC
● SEC registered since 2026CRD 115956SEC# 801-136530Newtown Square, PA
Reg. AUM
$143.3M
Employees
3
Accounts
410
Location
Newtown Square, PA
Lynch Investment Planning, LLC assets under management
Lynch Investment Planning, LLC is an SEC-registered investment adviser based in Newtown Square, PA. The firm has been registered since 2026. It reports $143.3 million in regulatory assets under management and employs 3 people.
Lynch Investment Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Francis Lynch | Member | 10-25% | 2024 |
| Michael Joseph Lynch Control | Cco, Member | Over 75% | 2021 |
Frequently asked questions
How much does Lynch Investment Planning, LLC manage?
Lynch Investment Planning, LLC reports $143.3 million in regulatory assets under management on its Form ADV.
How many employees does Lynch Investment Planning, LLC have?
Lynch Investment Planning, LLC reports 3 employees.
Where is Lynch Investment Planning, LLC located?
Lynch Investment Planning, LLC is based in Newtown Square, PA and has been SEC-registered since 2026.
Does Lynch Investment Planning, LLC disclose fund performance?
Lynch Investment Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Campus Boulevard, Suite 106, Newtown Square, PA 19073 |
| Phone | (484) 472-8956 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.3MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$143.3Mregulatory AUM
Discretionary $133.5MNon-discretionary $9.7M