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LINCOLN FINANCIAL INVESTMENTS CORPORATION

CRD 108881 · SEC 801-23411

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150 N. RADNOR - CHESTER RD, RADNOR, PA, 19087, United States

Phone

484-583-1404

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$102.10B

Discretionary AUM

$102.10B

Team

86 total employees; 18 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Investment companies114$101.47B
Pooled investment vehicles3$301.2M
Insurance companies12$330.1M

States served

IN, TN, NH

All web addresses on file

Official SEC filing: View on IAPD