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Home > Retirement Planners > texas > dallas > LINCOLN ADVISORY GROUP, LLC
LINCOLN ADVISORY GROUP, LLC
8111 Douglas Ave
Suite 600
Dallas, Texas 75225
Tel: 214-740-3300
About LINCOLN ADVISORY GROUP, LLC
LINCOLN ADVISORY GROUP, LLC, formally registered with the SEC as LINCOLN ADVISORY GROUP, LLC. The firm was established in 12/28/2001. They have over 2 offices throughout the country.
LINCOLN ADVISORY GROUP, LLC is a Dallas, Texas based Financial Planning firm with nearly $2,987,339,005 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114003 |
| SEC# | 801-60805 |
| Assets Managed by Firm | $2,987,339,005 |
| No. of Clients | 1 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $2,987,339,005 |
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