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LINCOLN INVESTMENT PLANNING, LLC

Doing business as LINCOLN INVESTMENT. SEC Form ADV profile.

Total regulatory AUM
$21,994,851,422
Discretionary
$12,945,459,856
Non-discretionary
$9,049,391,566

Firm details

CRD number
519
SEC file number
801-14059
Main office
FORT WASHINGTON, PA, United States
Employees
1,238
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions

As of October 2026.