$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
22 yrs Firm Age
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- 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 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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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
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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 | -- |
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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% |