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Lynx Investment Advisory LLC

EST. AUM
$1,114,497,872

CONTACTS
7

CLIENT ACCOUNTS
236

Firm Details

Metro area Washington, DC
CRD Number 111814
Website lynxinvestment.com
Client types

Overview

Lynx Investment Advisory is a DC-based RIA that mainly provides consulting services to endowments, foundations, corporations, family offices, and high-net worth individuals. 90% of their assets are non-discretionary. Lynx starts with a screen by asset class and then will work through face-to-face meetings. The Investment Committee must approve all manager selections. Lynx uses mutual funds, ETFs, SMAs, and is a heavy user of alternatives. Lynx clears through Schwab and Fidelity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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