LINCOLN INVESTMENT

601 Office Center Drive
Suite 300
Fort Washington, Pennsylvania, 19034-3232
Tel: 215-887-8111

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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:

  • Total no. of Employees: 1314
  • No. of Employees performing investment advisory functions: 891

Firm Client Information:

No. of ClientsAUM
Firm Total188491$17,732,411,365
Individuals (other than high net worth individuals)129392$15,379,357,122
High net worth individuals2688$2,190,375,323
Pension and profit sharing plans23$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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