The LINCOLN INVESTMENT PLANNING GROUP is a privately held investment adviser that advises $30.76Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LINCOLN INVESTMENT PLANNING GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 44.12% over the last 5-years.
The Group has been registered with the SEC for 47.92 years and is comprised of 2 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 601 OFFICE CENTER DRIVE SUITE 300, NEW YORK, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1,917 employees comprised of 1,541 investment and 376 non-investment staff. The total number of Employees decreased by 3.57% over the last 5-years.
Their $30.76Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 466 other accounts. Assets of Individuals clients own $21.24Bn or 69.04% of Total Assets and High Net Worth Individuals own $8.92Bn or 28.98% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
LINCOLN INVESTMENT PLANNING GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.