Lincoln Investment Planning LLC

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Assets, Funds, Holdings

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Lincoln Investment Planning LLC
CRD #519
SEC #801-14059
CIK #0000005954, 0000059546
AUM $17.2 BB (2024-03-28)
Employees 1,294 (68% Investors, 67% Brokers)
Phone215-887-8111
Address601 Office Center Drive
Fort Washington, PA 19034-3232
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
2016128402001200920172025
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 ($MM)
17001360102068034002013201720212025
AUM Breakdown Accounts AUM ($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
13F-NT [0000059546]
Comparable Firms State AUM ($BB)
TRowe Price Hong Kong Limited
18.3
Stonehage Fleming Investment Management Limited
18.3
H&H International Investment LLC
CA 18.0
C Worldwide Asset Management Fondsmaeglerselskab A/S
17.9
Belle Haven Investments LP
NY 17.7
Kotak Alternate Asset Managers Limited
17.7
Invesco Managed Accounts LLC
WA 17.5
Bandhan AMC Limited
17.4
Comprehensive Financial Management LLC
CA 16.7
Xponance Inc
PA 16.6
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