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Donald Dennis Lynch

VAN CLEEF ASSET MANAGEMENT INC·BEACHWOOD, Ohio
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3201 ENTERPRISE PKWY, BEACHWOOD, OH 44122CRD# 315037Firm CRD# 105768
01

About

Donald Dennis Lynch is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with VAN CLEEF ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
VAN CLEEF ASSET MANAGEMENT INC
VAN CLEEF ASSET MANAGEMENT INC
AUM
$894M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VAN CLEEF ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 315037
Firm CRD# 105768
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Dennis Lynch offer?
Donald Dennis Lynch specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Donald Dennis Lynch's credentials?
Donald Dennis Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Dennis Lynch located?
Donald Dennis Lynch is based in BEACHWOOD, Ohio, working with VAN CLEEF ASSET MANAGEMENT INC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Donald Dennis Lynch charge for services?
Donald Dennis Lynch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VAN CLEEF ASSET MANAGEMENT INC?
VAN CLEEF ASSET MANAGEMENT INC has approximately 5 employees and manages $894M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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William David Proper — THE PROPER ANALYSIS CORPORATIONCynthia Gardner Resch — CM WEALTH ADVISORS LLCNed Gregory Huffman — TURNCAP MANAGEMENT LLCJason Garret Bernzweig — ZELMAN CAPITAL, LLCAnne Peterson Ogan — THE PROPER ANALYSIS CORPORATION
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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