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
FINTRXOverview
Lincoln Asset Management is an independent, sole-proprietor registered investment adviser that manages portfolios for individuals and small businesses. The firm charges a percentage-of-AUM fee and operates under an owner-operated, individual-owner structure rather than as a multi-partner firm or capital allocator. Its advisory activity is focused on portfolio management for private clients; it is not positioned as a pension consultant, multi-state adviser, or ESG-specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities93%
- Cash & Cash Equivalents6%
- Derivatives1%
Contacts
1 of 1Daniel Noll
Registered RepresentativeCRD 348859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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