$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Focus frontierHorizon unison
- Established Date
- 06-02-2004
- Office Locations
- 1
Office Locations
-- Maplewood NJ
About Lincoln Asset Management
Lincoln Asset Management (lamhotels.com) provides support services for hotel properties, helping hotel managers navigate complex operations and manage a portfolio of hotels. Public profile data also indicates asset management and insurance services with a risk-management orientation, with real estate/infrastructure exposure and platform relationships such as AssetMark.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$192.1K AVG AUM / CLIENT
22.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
Premium access reveals conviction themes in summit legacy.
Open the full profile to inspect shifts in focus delta.
Upgrade to reveal position-level detail across glacier timber.
Open the full profile to inspect shifts in radial element.
Open the full profile to inspect shifts in ember quantum.
Premium access reveals conviction themes in zenith glacier north.
Request access to benchmark trends tied to atlas.
Full visibility includes strategy notes for focus oak meridian.
Asset Classes
Summit Frontier
Custodian
Meridian matrix Ember summit
Investment Themes
Oak
Services
Vital quantum Alpha
Technology
Capital pathway Ember vertex
Owner & Executives
D
DANIEL EDWARD NOLL
Principal
- CRD
- #348859
- Ownership
- 75% or more
(418) 273-1759
insight.peak@frontiercapital.com
in linkedin.com/in/matrix-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,690,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,690,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,690,000
Equity - OTC:
23.0% Cash:
52.6% Derivatives:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,532,128,020 | 23.0% |
| Cash | $3,503,910,166 | 52.6% |
| Derivatives | $1,625,387,986 | 24.4% |
| Total | $6,661,426,172 | 100.0% |