Lynx Investment Advisory
Finance · District of Columbia, United States · 11-50 Employees
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Overview
Headquarters
1100 Connecticut Ave NW Ste 300, Washing...Phone Number
(202) 833-3700Website
www.lynxinvestment.comRevenue
<$5 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
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3
About Lynx Investment Advisory
Lynx Investment Advisory is an independent investment advisory firm based in Washington, DC, specializing in retirement planning, investment management, and endowments. The firm serves a diverse clientele, including multi-generational families, non-profits, foundations, retirement plans, and high net worth individuals. Lynx offers a range of services such as asset allocation, manager research, performance reporting, and tax planning, all while maintaining a strong fiduciary duty to its clients. With a commitment to excellent client service and ESG investing, Lynx aims to provide tailored financial solutions to help clients build and manage their wealth.Explore more
Lynx Investment Advisory Org Chart
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Activity Insights
Lynx Investment Advisory is experiencing very low activity levels compared to other companies in the Finance sector.
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Lynx Investment Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lynx Investment Advisory.
Lynx Investment Advisory financials insights
Gather financial insights about Lynx Investment Advisory, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$165K
Lynx Investment Advisory Tech Stack
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Funding
Lynx Investment Advisory has received an SBA PPP loan in the amount of $165,355 from The Freedom Bank of Virginia resulting in the retention of 8 jobs.
Funding
Lynx Investment Advisory LLC has received an SBA PPP loan for $150,000-350,000 from The Freedom Bank of Virginia.
Funding
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Lynx Investment Advisory is an independent investment advisory firm based in Washington, DC, specializing in retirement planning, investment management, and endowments. The firm serves a diverse clientele, including multi-generational families, non-profits, foundations, retirement plans, and high net worth individuals. Lynx offers a range of servic... Read More
