LINCOLN ASSET MANAGEMENT
AdvisoryNJ
Data as of May 15, 2018 · Source: SEC Form ADV
Source: SEC Form ADV. Figures as filed May 15, 2018.
Total AUM
$3M
Discretionary %
100%
Clients
7
Employees
1
State-registered adviser
Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.
Advisers of similar size in NJ
Closest by assets under management. All figures from Form ADV.
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