Tech stack
No one at Lynx Advisory Partners has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Morgan Stanley
Per Form ADV · $95M held · filed Feb 2024
Pershing
Per Form ADV · $24M held · filed Feb 2024
J.P. Morgan
Per Form ADV · $19M held · filed Feb 2024
Interactive Brokers
Per Form ADV · $15M held · filed Feb 2024
UBS
Per Form ADV · $8M held · filed Feb 2024
B
Banco Santander International
Per Form ADV · $3M held · filed Feb 2024