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LINCOLN CAPITAL CORPORATION
620 Main Street
Unit #Cu-2
East Greenwich, Rhode Island 02818
Tel: (401) 454-3040
About LINCOLN CAPITAL CORPORATION
LINCOLN CAPITAL CORPORATION, formally registered with the SEC as LINCOLN CAPITAL CORPORATION. The firm was established in 04/19/1991. They have over 4 offices throughout the country.
LINCOLN CAPITAL CORPORATION is a East Greenwich, Rhode Island based Financial Planning firm with nearly $349,926,226 assets under management, offering retirement planning & investment advisory services to 839 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109922 |
| SEC# | 801-38517 |
| Assets Managed by Firm | $349,926,226 |
| No. of Clients | 839 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 839 | $349,926,226 |
| Individuals (other than high net worth individuals) | 159 | $69,163,436 |
| High net worth individuals | 101 | $267,720,420 |
| Pension and profit sharing plans | 6 | $7,025,662 |
| Charitable organizations | 4 | $6,016,708 |
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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
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| $9,188,004,183 | 53044 | 418 | |
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| $1,879,594,055 | 1833 | 21 |
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