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William Peter Lynn

MAKEFIELD CAPITAL MANAGEMENT, LLC·CENTER VALLEY, Pennsylvania
Unclaimed Profile
4647 SAUCON CREEK ROAD, CENTER VALLEY, PA 18034CRD# 2789131Firm CRD# 156704
01

About

William Peter Lynn is a registered financial advisor based in CENTER VALLEY, Pennsylvania, affiliated with MAKEFIELD CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
MAKEFIELD CAPITAL MANAGEMENT, LLC
MAKEFIELD CAPITAL MANAGEMENT, LLC
AUM
$11M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MAKEFIELD CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2789131
Firm CRD# 156704
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Peter Lynn offer?
William Peter Lynn specializes in Investment Management, Fee-Only Advisory. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.
What are William Peter Lynn's credentials?
William Peter Lynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Peter Lynn located?
William Peter Lynn is based in CENTER VALLEY, Pennsylvania, working with MAKEFIELD CAPITAL MANAGEMENT, LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.
How does William Peter Lynn charge for services?
William Peter Lynn'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 MAKEFIELD CAPITAL MANAGEMENT, LLC?
MAKEFIELD CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTER VALLEY
Leslie Ann Childs — MB, LEVIS & ASSOCIATES,LLCJason Robert Henninger — MB, LEVIS & ASSOCIATES,LLCHerman Lubomir Rij — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCJason Brewer Cort — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCJohn Bruce Levis — MB, LEVIS & ASSOCIATES,LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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