L
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Lincoln Financial ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-27-2004
- Office Locations
- 1
Office Locations
-- Chapel Hill NC
About Lincoln Investment Advisers, LLC
Lincoln Investment Advisers, LLC is a Chapel Hill-based RIA. The firm has been operating for 22 years. Managing $1.9M in total assets under management, with 1 advisory representatives. They custody assets with Lincoln Financial and Nationwide.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT LAWRENCE LINCOLN
Owner
- CRD
- #4805064
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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