LYNCH & ASSOCIATES INC
Legal name: LYNCH & ASSOCIATES
CRD #108326 SEC #801-47981 NEWBURGH, IN 812-853-0878
SEC Registered
Total AUM
$741.5M
Discretionary
$665.4M
Employees
8
Clients
--
Accounts
1,870
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $741.5M | $665.4M | $76.1M | 8 | 0 |
| Jan 2025 | $655.7M | $581.2M | $74.5M | 7 | 0 |
| Mar 2024 | $655.7M | $581.2M | $74.5M | 7 | 0 |
| Mar 2023 | $617M | $530.7M | $86.4M | 6 | 0 |
| Mar 2022 | $689.3M | $593.4M | $96M | 6 | 0 |
| Mar 2021 | $575.1M | $500.3M | $74.8M | 5 | 0 |
| Jun 2020 | $518.7M | $470.3M | $48.4M | 5 | 0 |
| Mar 2020 | $518.7M | $470.3M | $48.4M | 5 | 0 |
| Mar 2019 | $434.1M | $380.5M | $53.5M | 5 | 0 |
| Mar 2018 | $422M | $380.9M | $41.2M | 5 | 0 |
| Mar 2017 | $396.5M | $337.3M | $59.3M | 6 | 400 |
| Mar 2017 | $396.5M | $337.3M | $59.3M | 6 | 400 |
| Mar 2016 | $356M | $299.5M | $56.5M | 6 | 400 |
| Apr 2015 | $327.8M | $282.7M | $45.1M | 9 | 400 |
| Feb 2015 | $327.8M | $282.7M | $45.1M | 9 | 400 |
| Mar 2014 | $302.8M | $280.4M | $22.4M | 9 | 400 |
| Mar 2013 | $242.3M | $222.6M | $19.7M | 9 | 400 |
| Mar 2012 | $208.3M | $195.8M | $12.4M | 6 | 400 |
| Mar 2011 | $224.2M | $182M | $42.1M | 10 | -- |
| Feb 2009 | $168.2M | $139.4M | $28.8M | 10 | -- |
| Mar 2007 | $238.5M | $188.6M | $49.9M | 10 | -- |
| Mar 2006 | $228.2M | $176.3M | $51.9M | 10 | -- |
| Sep 2005 | $239.2M | $187.1M | $52.1M | 10 | -- |
DateMar 2025
Total AUM$741.5M
Discretionary$665.4M
Non-Disc.$76.1M
Employees8
Clients0
DateJan 2025
Total AUM$655.7M
Discretionary$581.2M
Non-Disc.$74.5M
Employees7
Clients0
DateMar 2024
Total AUM$655.7M
Discretionary$581.2M
Non-Disc.$74.5M
Employees7
Clients0
DateMar 2023
Total AUM$617M
Discretionary$530.7M
Non-Disc.$86.4M
Employees6
Clients0
DateMar 2022
Total AUM$689.3M
Discretionary$593.4M
Non-Disc.$96M
Employees6
Clients0
DateMar 2021
Total AUM$575.1M
Discretionary$500.3M
Non-Disc.$74.8M
Employees5
Clients0
DateJun 2020
Total AUM$518.7M
Discretionary$470.3M
Non-Disc.$48.4M
Employees5
Clients0
DateMar 2020
Total AUM$518.7M
Discretionary$470.3M
Non-Disc.$48.4M
Employees5
Clients0
DateMar 2019
Total AUM$434.1M
Discretionary$380.5M
Non-Disc.$53.5M
Employees5
Clients0
DateMar 2018
Total AUM$422M
Discretionary$380.9M
Non-Disc.$41.2M
Employees5
Clients0
DateMar 2017
Total AUM$396.5M
Discretionary$337.3M
Non-Disc.$59.3M
Employees6
Clients400
DateMar 2017
Total AUM$396.5M
Discretionary$337.3M
Non-Disc.$59.3M
Employees6
Clients400
DateMar 2016
Total AUM$356M
Discretionary$299.5M
Non-Disc.$56.5M
Employees6
Clients400
DateApr 2015
Total AUM$327.8M
Discretionary$282.7M
Non-Disc.$45.1M
Employees9
Clients400
DateFeb 2015
Total AUM$327.8M
Discretionary$282.7M
Non-Disc.$45.1M
Employees9
Clients400
DateMar 2014
Total AUM$302.8M
Discretionary$280.4M
Non-Disc.$22.4M
Employees9
Clients400
DateMar 2013
Total AUM$242.3M
Discretionary$222.6M
Non-Disc.$19.7M
Employees9
Clients400
DateMar 2012
Total AUM$208.3M
Discretionary$195.8M
Non-Disc.$12.4M
Employees6
Clients400
DateMar 2011
Total AUM$224.2M
Discretionary$182M
Non-Disc.$42.1M
Employees10
Clients--
DateFeb 2009
Total AUM$168.2M
Discretionary$139.4M
Non-Disc.$28.8M
Employees10
Clients--
DateMar 2007
Total AUM$238.5M
Discretionary$188.6M
Non-Disc.$49.9M
Employees10
Clients--
DateMar 2006
Total AUM$228.2M
Discretionary$176.3M
Non-Disc.$51.9M
Employees10
Clients--
DateSep 2005
Total AUM$239.2M
Discretionary$187.1M
Non-Disc.$52.1M
Employees10
Clients--