LINCOLN INVESTMENT

601 Office Center Drive
Suite 300
Fort Washington, Pennsylvania 19034-3232
Tel: 215-887-8111

About LINCOLN INVESTMENT

LINCOLN INVESTMENT, formally registered with the SEC as LINCOLN INVESTMENT. The firm was established in 09/11/1978. They have over 326 offices throughout the country.

LINCOLN INVESTMENT is a Fort Washington, Pennsylvania based Financial Planning firm with nearly $17,218,143,141 assets under management, offering retirement planning & investment advisory services to 203427 clients. The firm is staffed with 1297 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	519
SEC#	801-14059
Assets Managed by Firm	$17,218,143,141
No. of Clients	203427
No. of Advisors	1297

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	203427	$17,218,143,141
Individuals (other than high net worth individuals)	134236	$14,797,695,746
High net worth individuals	3111	$2,222,229,202
Pension and profit sharing plans	19	$30,459,989
Charitable organizations	36	$10,074,795
Corporations or other businesses	168	$157,683,409

More Retirement Planning firms in Fort Washington, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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