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Lincoln Investment Planning LLC
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CRD # | 519 |
SEC # | 801-14059 |
CIK # | 0000005954, 0000059546 |
AUM | $17.2 BB (2024-03-28) |
Employees | 1,294 (68% Investors, 67% Brokers) |
Phone | 215-887-8111 |
Address | 601 Office Center Drive Fort Washington, PA 19034-3232 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 0.0 | |
AAPL | 2,382,844.0 | 0.0 | |
WMT | 335,434.5 | 0.0 | |
GS | 102,858.9 | 0.0 | |
AMZN | 1,092,997.8 | 0.0 | |
AVGO | 201,282.9 | 0.0 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 133,265 | 13.4 |
(b) Individuals (high net worth individuals) | 2,739 | 1.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 23 | 0.0 |
(h) Charitable organizations | 36 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 158 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 200,217 | 15.4 |
By Discretionary | ||
Discretionary | 85,677 | 7.7 |
Non-Discretionary | 114,540 | 7.7 |
Total | 200,217 | 15.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 15.3 | |
Total | 200,217 | 15.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0000059546] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
TRowe Price Hong Kong Limited
✚
|
18.3 | |
Stonehage Fleming Investment Management Limited
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|
18.3 | |
H&H International Investment LLC
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|
CA | 18.0 |
C Worldwide Asset Management Fondsmaeglerselskab A/S
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|
17.9 | |
Belle Haven Investments LP
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|
NY | 17.7 |
Kotak Alternate Asset Managers Limited
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|
17.7 | |
Invesco Managed Accounts LLC
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|
WA | 17.5 |
Bandhan AMC Limited
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|
17.4 | |
Comprehensive Financial Management LLC
✚
|
CA | 16.7 |
Xponance Inc
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|
PA | 16.6 |