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LINCOLN INVESTMENT
FORT WASHINGTON, PA
215-887-8111
SEC #801-14059Total AUM
$22B
Employees
1,238Clients
138,374Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
601 OFFICE CENTER DRIVE
SUITE 300
FORT WASHINGTON
PA 19034-3232
United States
SUITE 300
FORT WASHINGTON
PA 19034-3232
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
215-887-8111
Other Offices
314
Financials
Total AUM
$22B
Accounts
199,383Discretionary
$12.9B
Accounts
103,177Non-Discretionary
$9B
Accounts
96,206
Clients
Individual Clients
133,528AUM
$17.4B
HNW Individual Clients
4,604AUM
$4.3B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
15AUM
$30.3M
Charitable Organization Clients
41AUM
$38.1M
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
181AUM
$203M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Felony ChargeOther Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.