LINCOLN MANAGEMENT GROUP, LLC

PROVO, UT Investment Advisor How do I update this listing?

Lincoln Management Group is based out of Provo. Lincoln Management Group is a registered investment advisory firm with 61 clients and discretionary assets under management (AUM) of $8,589,529 (Form ADV from 2021-03-25). Whalewisdom has at least 2 13D filings

Create Alert

Contact Info

lincoln management group, llc
3000 N. UNIVERSITY AVE., STE. 350
PROVO UT    84604

Business Phone: 801-705-9909

Insider Information

Recent SEC Filings

View Last Form Adv Compilation Report on Record

LINCOLN MANAGEMENT

  

Business Phone: 978-772-0225
Fax: 978-772-0335
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 7,063,860
Total Number of Clients: 61
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

TOP O THE HILL CO LLC

ownership team - last updated 2017-05-24
Name Title Start Date Direct/Indirect % Ownership
ELIADES, DAVID, J. PARTNER 07/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
TOP O THE HILL CO LLC PARTNER direct 1996-07-01
MCCOY, AMY, L. CHIEF COMPLIANCE OFFICER 07/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TOP O THE HILL CO LLC CHIEF COMPLIANCE OFFICER direct 1996-07-01
TOP O THE HILL CO LLC PARTNER direct 1996-07-01 2005-03-30

Elevate your investments