SEC Form ADV · CIK 5954

LINCOLN INVESTMENT

Firm profile: Lincoln Investment — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA

$22.0B

Assets Under Management

595

Total Clients

1,238

Employees

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Registration Details

CIK: 5954
Accession: crd-519
Location: FORT WASHINGTON, PA
Filing Date: July 20, 2026
AUM: $22.0B
Total Clients: 595
Institutional Clients: 56
Employees: 1,238
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporations

About this Adviser

LINCOLN INVESTMENT is a registered investment adviser headquartered in FORT WASHINGTON, PA, managing approximately $22.0B in assets across 595 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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