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Building 2LINCOLN DOUGLAS INVESTMENTS, LLC

Map pinMOUNT VERNON, OH
Phone740-397-1397
NotebookSEC #801-135884
Total AUM
$130.5M
Employees
27
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1051 NEWARK RD
MOUNT VERNON
OH 43050
United States
Operating Hours
8-5
Monday - Friday
Phone
740-397-1397
Other Offices
1

ReceiptFinancials

Total AUM
$130.5M
Accounts
246
Discretionary
$123.6M
Accounts
223
Non-Discretionary
$7M
Accounts
23

ContactClients

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Individual Clients
246
AUM
$130.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKAZCACOCTFLMINMNYOHPASCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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