Unclaimed Profile

Donald Dennis Lynch

VAN CLEEF ASSET MANAGEMENT INC·BEACHWOOD, Ohio

Clean recordVAN CLEEF ASSET MANAGEMENT INC

3201 ENTERPRISE PKWY, BEACHWOOD, OH 44122CRD# 315037Firm CRD# 105768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Dennis Lynch · BEACHWOOD, OH

Registration

CRD #315037 · VAN CLEEF ASSET MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

Speak with Donald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donald is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

VAN CLEEF ASSET MANAGEMENT INC

AUM

$894M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VAN CLEEF ASSET MANAGEMENT INC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 315037

Firm CRD# 105768

View on FINRA BrokerCheck →

Looking for a financial advisor in BEACHWOOD?

Browse all registered financial advisors in BEACHWOOD, Ohio or claim this profile if it's yours.

Browse BEACHWOOD Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →