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Robert, Finnegan & Lynah, Pc (Boston)


Robert, Finnegan & Lynah, Pc is a large advisory firm based in Boston. It manages $79.75 million of regulatory assets for 162 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

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

Robert, Finnegan & Lynah, Pc: assets under management

The assets under management (AUM) of Robert, Finnegan & Lynah, Pc is $79.75 million. The firm's AUM has grown by 116% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $71.53 million in discretionary accounts and $8.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $432.59 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robert, Finnegan & Lynah, Pc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Robert, Finnegan & Lynah, Pc performs its advisory services is located at 137 South Street, Boston, MA 02111, 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 617-426-4900 or by fax 617-423-3018. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rfandl.com.


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