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Lynn Finkelstein & Co.,Inc. (Delray Beach)


Lynn Finkelstein & Co.,Inc. is an adviser based in Delray Beach. It manages $17.58 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida and New York.




Lynn Finkelstein & Co. provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lynn Finkelstein & Co.: assets under management

The assets under management (AUM) of Lynn Finkelstein & Co.,Inc. is $17.58 million. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.82 million in discretionary accounts and $13.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.59 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lynn Finkelstein & Co.,Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Delray Beach

The principal office where Lynn Finkelstein & Co.,Inc. performs its advisory services is located at 269 Se 5 Th Avenue, Delray Beach, FL 33483, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-243-1230 or by fax 561-243-1235. The normal business hours are 9:00 to 5:00 on Monday - Friday.


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