AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LINCOLN ADVISORY GROUP, LLC | $3.0 | 114003 | |
| LPC WEST, LLC | $0.0 | - | |
| LINCOLN PROPERTY COMPANY COMMERCIAL SERVICE ENTERPRISES, LLC | $0.0 | - | |
| LPC REALTY ADVISORS I, LLC | $0.0 | - | |
| LINCOLN INDUSTRIAL MANAGER, LLC | $0.0 | - | |
| LPC COMMERCIAL SERVICES, LLC | $0.0 | - | |
| LINCOLN PROPERTY COMPANY COMMERCIAL, LLC | $0.0 | - | |
| LINCOLN PROPERTY COMPANY OF FLORIDA, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
23 active
| Name | Title |
|---|---|
| STAMOLIS, MARIA, LISA | PRESIDENT |
| BERNHARDT, SHAWN, MILTON | CHIEF COMPLIANCE OFFICER |
| CAREY, JAMES, DAWSON | SOLE MEMBER |
| DAVIS, CHARLES, ARTHUR | SOLE MEMBER |
| FRIEDMAN, STEPHEN, NMN | SOLE MEMBER |
| WERMUTH, DAVID, JAY | SOLE MEMBER |
| ZERBIB, NICOLAS, DAVID | SOLE MEMBER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, TX-01/02/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV