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Thomas Lynch

14 Years of Experience
Washington, DC

Thomas Lynch is a registered investment advisor at Iron Point Partners, LLC, based in Washington, DC, with 14 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 11 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$1.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1133 Connecticut Ave., N.W., Suite 800, Washington, DC, 20036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Iron Point Partners, LLC
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Ipi Partners, LLC
December 2016 - December 2021 · 5 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Lynch - Financial Advisor | TrueAdvisor