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LINCOLN ADVISORY GROUP, LLC

CRD 114003 · SEC 801-60805

Visit website

120 N LASALLE STREET, SUITE 2900, CHICAGO, IL, 60602, United States

Phone

312-345-8780

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.22B

Discretionary AUM

$3.22B

Team

11 total employees; 9 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Portfolio management (institutions)

States served

IL

All web addresses on file

Official SEC filing: View on IAPD