Lincoln Investment
Firm details
- Headquarters
- Fort Washington, Pennsylvania
- CRD number
- 519
- Registered since
- September 11, 1978
- Website
- www.lincolninvestment.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals79.21%
- HNWI19.56%
- Corporations / Businesses0.92%
- Charitable Organizations0.17%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lincoln Investment is a hybrid wealth-management and broker-dealer platform that serves both individual/family clients and institutional accounts. The firm offers financial planning and portfolio management for individuals, small businesses and larger institutions, and it also provides manager selection services. It operates as a broker-dealer and insurance broker alongside its advisory roles, and its fee model mixes asset-based fees with hourly, fixed-fee and commission arrangements. The firm identifies itself as an active ESG investor, indicating environmental, social and governance factors are incorporated into its investment process.
Assets & Accounts
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
3 of 29
Pamela Middleton
President & CEOCRD 1145902
Joseph Randazzo
CEO and Managing MemberCRD 2207910
Ciara Price
Partner & Chief Operating OfficerCRD 5716356
Contacts
3 of 1207
Michael Nelligan
Financial AdvisorCRD 4454644
Michael Baradziej
Branch Service RepresentativeCRD 3101457
Matthew Harrison
Financial AdvisorCRD 5273389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Washington, PA
Montgomery
Location
Fort Washington, PA
Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 601 Office Center Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Bancroft Capital, LLC
Broker-DealerFort Washington, PA
Coventry Securities, LLC
Broker-DealerFort Washington, PA
PNC Wealth Management
Broker-DealerPittsburgh, PA
Hornor, Townsend & Kent, LLC
Broker-DealerConshohocken, PA
Janney Montgomery Scott LLC
Broker-DealerPhiladelphia, PA
Transamerica Financial Advisors, LLC
Broker-DealerPhiladelphia, PA