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LINCOLN FINANCIAL INVESTMENTS CORPORATION
CRD 108881 · SEC 801-23411
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
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 114 | $101.47B |
| Pooled investment vehicles | 3 | $301.2M |
| Insurance companies | 12 | $330.1M |
States served
IN, TN, NH
All web addresses on file
Official SEC filing: View on IAPD