# Lynch & Associates

> Lynch & Associates is a state-registered investment advisory firm in Boston, MA, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated January 30, 2026.

- CRD: 140762
- Filed as: LYNCH & ASSOCIATES
- Legal name: WJ Lynch Investor Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140762
- AdvisorCensus page: https://advisorcensus.com/firm/lynch-and-associates-boston-ma-140762

## Quick answers

**How is Lynch & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Lynch & Associates reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lynch & Associates located?**
Lynch & Associates' principal office is in Boston, MA, according to its Form ADV.

**Is Lynch & Associates registered with the SEC or a state?**
Lynch & Associates is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140762.

**Does Lynch & Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140762

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (19 years)
- Employees: 10 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynch & Associates (CRD 140762): Form ADV filing data as of October 2026.