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Advisor

Vipin Sahijwani

Lynx Investment Advisory · Washington, District of Columbia

Vipin Sahijwani is a fee-only financial advisor at Lynx Investment Advisory in Washington, District of Columbia, who holds the CFA credential. Vipin focuses on retirement planning, tax planning and estate & legacy planning. Lynx Investment Advisory reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Percentage of assetsFixed feesPerformance-based fees Fee-only CFA

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Specialties

Who they serve

  • Multi-generational families

Facts

FirmLynx Investment Advisory
Based in Washington, District of Columbia
Fee model (firm's Form ADV)Percentage of assets · Fixed fees · Performance-based fees
Assets under management$1.11B across 236 accounts
CredentialsCFA
SEC registration Investment adviser representative in DC, MA · CRD 5371097
Firm size13 employees
Disclosures None reported
Websitewww.lynxinvestment.com

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Questions about Vipin

Is Vipin Sahijwani a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Vipin holds no broker registration, and Lynx Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Vipin charge for financial advice?

Vipin's firm, Lynx Investment Advisory, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

Where is Vipin Sahijwani based?

Vipin Sahijwani is based in Washington, District of Columbia.

What does Vipin specialize in?

Vipin's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Vipin works with multi-generational families.

What credentials does Vipin Sahijwani hold?

Vipin Sahijwani holds the CFA credential.

Is Vipin Sahijwani registered with the SEC?

Yes. Vipin Sahijwani is registered as an investment adviser representative in DC and MA (CRD 5371097), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Lynx Investment Advisory manage?

Lynx Investment Advisory reports $1.11B across 236 accounts in assets under management.

How do I contact Vipin Sahijwani?

Through Vipin's website, www.lynxinvestment.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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