Investment adviser · CRD 301835
TINSLEY LYNOTT FAMILY WEALTH ADVISORS
Investment adviser filing (IA)
LYNOTT, THOMAS LEE
· Form ADV filed Jun 20, 2020
- Regulatory AUM
- $1.14M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $1,143,702 | 100.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
| Other clients | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1434166 · Jun 20, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 20, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
CRD 301835
Filing source
Form ADV 1434166 · Jun 20, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.