RIA Intelligence

LYNN FINKELSTEIN & CO.,INC.

CRD #125505 SEC #801-62301 DELRAY BEACH, FL 561-243-1230
SEC Registered
Total AUM
$30.3M
Discretionary
$30.3M
Employees
5
Clients
10
Accounts
110

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
JANUARY
Registration Date
--
Latest Filing
Sep 7, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FINKELSTEIN, LYNNICHIEF COMPLIANCE OFFICER/PRESIDENTE Control
FINKELSTEIN, LYNNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
FINKELSTEIN, LYNNICHIEF COMPLIANCE OFFICER/PRESIDENTE Control
FINKELSTEIN, LYNNICHIEF COMPLIANCE OFFICER/PRESIDENTE Control
FINKELSTEIN, LYNNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Sep 7, 2005 REGISTERED

Notice Filings (3)

FL NJ NY

Address

269 SE 5TH AVENUE
DELRAY BEACH, FL 33483
USA
Phone: 561-243-1230