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LYNCH ASSET MANAGEMENT, INC.

· CRD 159938 · IAPD ↗ · lynchassetmanagement.com · 215-801-1550

$330.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — LYNCH ASSET MANAGEMENT, INC. reported RAUM up 27% ($260.1M -> $330.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
February 2025 — LYNCH ASSET MANAGEMENT, INC. reported RAUM up 41% ($184.0M -> $260.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
February 2024 — LYNCH ASSET MANAGEMENT, INC. reported RAUM up 46% ($125.6M -> $184.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.