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John Francis Lynch

CHAUTAUQUA CAPITAL MANAGEMENT LLC·BOULDER, Colorado
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921 WALNUT STREET, BOULDER, CO 80302CRD# 2011373Firm CRD# 151238
01

About

John Francis Lynch is a registered financial advisor based in BOULDER, Colorado, affiliated with CHAUTAUQUA CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CHAUTAUQUA CAPITAL MANAGEMENT LLC
CHAUTAUQUA CAPITAL MANAGEMENT LLC
AUM
$867M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CHAUTAUQUA CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2011373
Firm CRD# 151238
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Francis Lynch offer?
John Francis Lynch specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.
What are John Francis Lynch's credentials?
John Francis Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Lynch located?
John Francis Lynch is based in BOULDER, Colorado, working with CHAUTAUQUA CAPITAL MANAGEMENT LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does John Francis Lynch charge for services?
John Francis Lynch's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAUTAUQUA CAPITAL MANAGEMENT LLC?
CHAUTAUQUA CAPITAL MANAGEMENT LLC has approximately 9 employees and manages $867M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
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