Lincoln Investment Planning, LLC
Date of Investment
With headquarters in the greater Philadelphia metropolitan area, Lincoln Investment currently has more than 275 employees and over 800 financial advisors with 300 branches in 35 states. Lincoln Investment serves over 235,000 individual investors, with $24 billion in assets under administration and over $10 billion in assets under management and provides retirement plan services to employees of more than 3,000 employers nationwide.
In 2015, Lovell Minnick Partners made a minority investment in Lincoln Investment.