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Building 2LINCOLN CAPITAL, LLC

Map pinLINCOLN, NE
Phone4024831400
NotebookSEC #801-78526
Total AUM
$844.8M
Employees
9
Clients
1,266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6003 OLD CHENEY RD
SUITE 350
LINCOLN
NE 68516
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
4024831400

ReceiptFinancials

Total AUM
$844.8M
Accounts
1,266
Discretionary
$721.8M
Accounts
1,139
Non-Discretionary
$122.9M
Accounts
127

ContactClients

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Individual Clients
571
AUM
$92.4M
HNW Individual Clients
639
AUM
$622.4M
Pension/Profit Sharing Plan Clients
2
AUM
$1.4M
Charitable Organization Clients
8
AUM
$5.1M
Corporation or Business Clients
46
AUM
$123.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLIAKSNESDTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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