|
⚲
|
| Keyboard |
| Lincoln Investment Planning LLC
✚
|
|
|---|---|
| CRD # | 519 |
| SEC # | 801-14059 |
| CIK # | 0000059546, 0000005954 |
| AUM | 21.99 B (2026-04-27) |
| Employees | 1,238 (71% Investors, 70% Brokers) |
| Phone | 215-887-8111 |
| Address | 601 Office Center Drive Fort Washington, PA 19034-3232 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UAL Corp /DE/ | 0.1 | ||
| Vertex Pharmaceuticals Inc / Ma | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Corning Inc /NY | 0.0 | ||
| Texas Instruments Inc | 0.0 | ||
| Illinois Tool Works Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133,528 | 17.4 |
| (b) Individuals (high net worth individuals) | 4,604 | 4.3 |
| (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 | 15 | 0.0 |
| (h) Charitable organizations | 41 | 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 | 181 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 199,383 | 22.0 |
| By Discretionary | ||
| Discretionary | 103,177 | 12.9 |
| Non-Discretionary | 96,206 | 9.0 |
| Total | 199,383 | 22.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 22.0 | |
| Total | 199,383 | 22.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000059546] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.4B |
| Clients | 595 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fund Evaluation Group LLC
✚
|
OH | 23.86 B |
|
Stonehage Fleming Investment Management Limited
✚
|
23.84 B | |
|
Wasatch Advisors LP
✚
|
UT | 23.35 B |
|
Belle Haven Investments LP
✚
|
NY | 23.32 B |
|
Johnson Investment Counsel Inc
✚
|
OH | 22.98 B |
|
Summit Financial LLC
✚
|
NJ | 22.47 B |
|
Vident Advisory LLC
✚
|
GA | 22.02 B |
|
Edgewood Management LLC
✚
|
CT | 21.52 B |
|
Highland Associates Inc
✚
|
AL | 20.99 B |
|
Baker Street Advisors LLC
✚
|
CA | 20.77 B |