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LINCOLNSHIRE MANAGEMENT, INC.
780 Third Avenue
40th Floor
New York, New York 10017-2024
Tel: 212-319-3633
About LINCOLNSHIRE MANAGEMENT, INC.
LINCOLNSHIRE MANAGEMENT, INC, formally registered with the SEC as LINCOLNSHIRE MANAGEMENT, INC. The firm was established in 03/28/2012. They have over 1 offices throughout the country.
LINCOLNSHIRE MANAGEMENT, INC. is a New York, New York based Financial Planning firm with nearly $600,399,681 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157144 |
| SEC# | 801-73345 |
| Assets Managed by Firm | $600,399,681 |
| No. of Clients | 7 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $600,399,681 |
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