Lincoln Asset Management

RIASEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$384K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
131192
Fee structure
Percentage of AUM
Client types
  • HNWI84.76%
  • Individuals15.24%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Lincoln Asset Management operates as a sole proprietorship, focusing primarily on providing portfolio management services for individual clients and small businesses. The firm does not engage in capital allocation or pension consulting, and it does not have a multi-state advisory presence. Its fee structure is based on a percentage of assets under management, which aligns its interests with those of its clients. The firm does not actively pursue ESG investments, indicating a more traditional investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 93%, Cash & Cash Equivalents 6%, Derivatives 1%93%
  • Non-Exchange Traded Equities93%
  • Cash & Cash Equivalents6%
  • Derivatives1%

Contacts

1 of 1
  • Daniel Noll

    Registered RepresentativeCRD 348859

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth