1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LINCOLN CAPITAL CORPORATION

Map pinEAST GREENWICH, RI
Phone(401) 454-3040
NotebookSEC #801-38517
Total AUM
$418.3M
Employees
6
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 MAIN STREET
UNIT #CU-2
EAST GREENWICH
RI 02818
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
(401) 454-3040
Other Offices
3

ReceiptFinancials

Total AUM
$418.3M
Accounts
906
Discretionary
$407.7M
Accounts
897
Non-Discretionary
$10.6M
Accounts
9

ContactClients

View more in analytics →

Individual Clients
149
AUM
$72.6M
HNW Individual Clients
116
AUM
$334.1M
Pension/Profit Sharing Plan Clients
5
AUM
$4.1M
Charitable Organization Clients
1
AUM
$7.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANCNHNYRITXVAVT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account