Lincoln Management

Lincoln Management (CRD# 111403) is a financial advisory firm headquartered in Groton, MA. They manage $92,242,239 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 1339, Groton, MA 01450
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $1,773,889
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
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 Eliades, financial advisor Carlisle MA
David J. Eliades
CRD#: 4363917
531 Curve Street, Po Box 824, Carlisle, MA 01741

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 McCoy, financial advisor Carlisle MA
Amy L. McCoy
CRD#: 4363935
531 Curve Street, Po Box 824, Carlisle, MA 01741

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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