Lincoln Asset Management
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 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
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
, null
Location
, null
Headquartered in , null.
- Office locations
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