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Building 2LINCOLN LIFE

Map pinFORT WAYNE, IN
Phone260-455-2000
NotebookSEC #801-8102
Total AUM
$3.1B
Employees
1,000
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 S CLINTON STREET
FORT WAYNE
IN 46802
United States
Operating Hours
7:30 TO 4:30
Monday - Friday
Phone
260-455-2000

ReceiptFinancials

Total AUM
$3.1B
Accounts
18
Discretionary
$3.1B
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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