Company Information

Get to know Lynx Investment Advisory

Founded in 1992, Lynx Investment Advisory, LLC is an independent, employee-owned registered investment advisory (RIA) firm based in Washington, D.C. The firm specializes in providing comprehensive wealth management, customized financial planning, and discretionary portfolio management for high-net-worth individuals, families, endowments, and foundations. Lynx emphasizes a disciplined, long-term investment philosophy, aiming to build and preserve wealth for its clients through tailored investment strategies and a commitment to fiduciary responsibility.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Lynx Investment Advisory

United States

Founded in

1992 (34 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.