Lynch Investment Planning, LLC

CRD 115956 · Newtown Square, PA · $143.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 115956
SEC number: 801-136530
Firm type: RIA
Assets under management: $143.3M as of May 19, 2026
Website: www.linkedin.com/in/james-lynch-cfp%C2%AE-a4111531 ↗
Phone: (484) 472-8956
Address: 2 Campus Boulevard, Newtown Square, PA, 19073

Advisors at this firm

3 in our index · page 1 of 1

James LynchCRD 2156442 · Newtown Square, PA

IA Registered
David Francis LynchCRD 6650330 · Newtown Square, PA

IA Registered
Michael Joseph LynchCRD 7000512 · Newtown Square, PA

IA Registered

Source & corrections

Where this page comes from

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