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LINCOLNBRIDGE FINANCIAL PLANNING, LLC
OGLESBY, IL
815-296-8855
SEC #801-131768Total AUM
$39.8M
Employees
3Clients
126Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
141 E WALNUT STREET
OGLESBY
IL 61348
United States
OGLESBY
IL 61348
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
815-296-8855
Financials
Total AUM
$39.8M
Accounts
312Discretionary
$38.6M
Accounts
311Non-Discretionary
$1.1M
Accounts
1
Clients
Individual Clients
100AUM
$18.9M
HNW Individual Clients
18AUM
$20.9M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ILTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.