CHECK IF YOU QUALIFY- Total no. of Employees: 1314
- No. of Employees performing investment advisory functions: 891
About the Firm:
LINCOLN INVESTMENT is a Fort Washington, Pennsylvania based Fee-only advisory firm with nearly $17,732,411,365 in assets under management and provides investment advisory services for 188491 clients. There are currently 1314 advisors at the firm.
Firm information:
SEC Current Status:
Approved
Firm CRD#:
519
SEC#:
801-14059
Assets Managed by Firm:
$17,732,411,365
Advisory Services Provided:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors
Firm Employees Information:
Firm Client Information:
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 188491 | $17,732,411,365 |
| Individuals (other than high net worth individuals) | 129392 | $15,379,357,122 |
| High net worth individuals | 2688 | $2,190,375,323 |
| Pension and profit sharing plans | 23 | $36,924,392 |
| Charitable organizations | 29 | $5,653,696 |
| Corporations or other businesses | 138 | $120,100,832 |
Compensation and Fees:
Compensation Methods:
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
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|---|---|---|---|---|---|
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