L
CRD: 111403
Lincoln Management
Ayer, MA
9787720225
$64.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-29-2004
- Office Locations
- 1
Office Locations
531 Curve Street PO BOX 824 Carlisle MA
About Lincoln Management
Lincoln Management is a Ayer-based RIA. The firm has been operating for 21 years. Managing $64.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$32.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
21.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Atlas radial
Investment Vehicles
Fusion harbor
Services
Pioneer pioneer Eagle catalyst
Owner & Executives
D
DAVID J. ELIADES MR.
Owner, PARTNER
- CRD
- #4363917
- Ownership
- 75% or more
(530) 944-7203
frontier.horizon@insightcapital.com
in linkedin.com/in/eagle-horizon
A
AMY L. MCCOY MRS.
Chief Compliance Officer, PARTNER
- CRD
- #4363935
- Ownership
- Less than 5%
(314) 985-8683
bridge.catalyst@momentumcapital.com
in linkedin.com/in/alpha-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,922,746 | $597,369 |
| Non-Discretionary | $56,026,310 | $669,050 |
| Total | $64,949,056 | $655,009 |
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Separately Managed Accounts
Total SMA Asset: $64,949,056
Equity - Exchange:
22.7% Cash:
15.5% Public Funds:
15.0% U.S. Government/Agency:
5.9% Corporate - Investment Grade:
21.7% Derivatives:
6.1% Municipal Bonds:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $613,937,211 | 22.7% |
| Cash | $419,208,228 | 15.5% |
| Public Funds | $405,685,382 | 15.0% |
| U.S. Government/Agency | $159,569,583 | 5.9% |
| Corporate - Investment Grade | $586,891,519 | 21.7% |
| Derivatives | $164,978,722 | 6.1% |
| Municipal Bonds | $354,298,566 | 13.1% |
| Total | $2,704,569,211 | 100.0% |