Michael P Lynch Wealth Management, LLC
Michael P Lynch Wealth Management, LLC (CRD# 147450) is a financial advisory firm headquartered in Stockton, CA. They manage $25,372,018 in 77 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Michael P Lynch Wealth Management, LLC
By the Numbers
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Total Assets Under Management25MILLION
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Total Number of Accounts77ACCOUNTS
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Average Account Value$329,507
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Michael P Lynch Wealth Management, LLC
1
Michael Lynch (CRD# 5562131) is an Investment Advisor Representative working at Michael P Lynch Wealth Management, LLC in Stockton, CA and has 1 year of experience in the finance industry.
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