Lincoln Management

Lincoln Management (CRD# 111403) is a financial advisory firm headquartered in Groton, MA. They manage $104,121,879 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $1,679,385
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Lincoln Management
Showing 1 - 2 of 2 top financial advisors.
1
David J. Eliades
CRD#: 4363917
531 Curve Street, Po Box 824, Carlisle, MA 01741
87
Wealthminder
score

David Eliades (CRD# 4363917) is an Investment Advisor Representative working at Lincoln Management in Carlisle, MA and has 1 year of experience in the finance industry.

2
Amy L. McCoy
CRD#: 4363935
531 Curve Street, Po Box 824, Carlisle, MA 01741
87
Wealthminder
score

Amy McCoy (CRD# 4363935) is an Investment Advisor Representative working at Lincoln Management in Carlisle, MA and has 1 year of experience in the finance industry.

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