LINCOLNBRIDGE FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- Oglesby, Illinois
- CRD number
- 333779
- Registered since
- January 7, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals49.08%
- HNWI47%
- Pension & Profit Sharing Plans3.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Lincolnbridge Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual & family and institutional clients and bills on a percentage-of-assets-under-management basis and via fixed fees. Its advisory scope, as reported, covers financial planning and portfolio management for individuals, small businesses and institutions; pension consulting services are listed among the advisory activities. The firm does not identify as an active ESG investor and is not described as a multi-state or related adviser.
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
- Exchange Traded Equities64%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 3Gregory Vogel
Founding PartnerCRD 7024723
MICHAEL BARRIE
Founding PartnerCRD 6273708
John Bellino
Founding PartnerCRD 6955220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oglesby, IL
LA SALLE
Location
Oglesby, IL
Headquartered in Oglesby, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LA SALLE
- Address
- 141 E Walnut St
- Time zone
- CT (UTC-6)
- Office locations
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