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| Lincoln Investment Advisors Corporation
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|---|---|
| CRD # | 108881 |
| SEC # | 801-23411 |
| CIK # | 0000059970, 0001464867 |
| AUM | $82.8 BB (2023-03-30) |
| Employees | 115 (14% Investors, 19% Brokers) |
| Phone | 484-583-6302 |
| Address | 150 N Radnor Chester Rd Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
|---|---|---|---|
| AAPL | 2.4 | 0.0 | |
| MSFT | 1.9 | 0.0 | |
| PG | 0.3 | 0.0 | |
| AMZN | 1.1 | 0.0 | |
| Holdings by Sector ($TT) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | SAB1 | [2012-03-29] | 41.8 | 40.1 |
| Other | SAB2 | [2012-03-29] | 113.1 | 52.0 |
| Other | SAB3 | [2012-03-29] | 114.3 | 158.6 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 109 | 82.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 12 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 124 | 82.8 |
| By Discretionary | ||
| Discretionary | 124 | 82.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 124 | 82.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 82.8 | |
| Total | 124 | 82.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Michael Burns | 63 | |||
| Randall Freitag | 59 | |||
| Keith Ryan | 59 | |||
| Dennis Glass | 55 | |||
| Ellen Cooper | 31 | |||
| Mark Konen | 29 | |||
| Wilford Fuller | 27 | |||
| Charles Cornelio | 14 | |||
| Craig Beizer | 10 | |||
| Leon Roday | 10 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-NT | [0000059970] | |
| 13F-NT | [0001464867] |
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|---|---|---|
|
Galliard Capital Management LLC
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|
MN | 92.0 |
|
BMO Asset Management Limited
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89.6 | |
|
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FL | 88.0 |
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Santander Asset Management Sa SGIIC
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86.9 | |
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JPMorgan Asset Management Asia Pacific Limited
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79.6 | |
|
First Sentier Investors Australia IM Ltd
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78.9 | |
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Vanguard Investments Australia Limited
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|
74.5 | |
|
Nationwide Fund Advisors
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OH | 72.0 |
|
Alan D Biller & Associates Inc
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|
CA | 70.3 |
|
Symetra Investment Management Company
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CT | 68.2 |