Lincoln Investment Revenue, Growth & Competitor Profile

DBA Lincoln Investment Capital Holdings, LLC
DBA LINCOLN INVESTMENT PLANNING, INC.
DBA LINCOLN INVESTMENT PLANNING, LLC

Company Profile & Annual Report for Lincoln Investment

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Lincoln Investment Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	601 Office Center Drive Suite 300 Fort Washington, PA 19034

Note: Revenues for privately held companies are statistical evaluations.


Lincoln Investment's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Lincoln Investment's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Lincoln Investment is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Lincoln Investment Annual Revenue and Growth Rate

Lincoln Investment	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Lincoln Investment's revenues are gauged from an analysis of company filings.

Lincoln Investment's Income Statement (based on Industry Averages)

Lincoln Investment P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Lincoln Investment is developing and marketing. Lincoln Investment doesn't have any recent trademark applications, indicating Lincoln Investment is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
AIM ADAPTIVE INTELLIGENCE MODELS Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments	07/12/2022
STRATEGIC ASSET REBALANCING SOLUTION Investment advisory services, financial planning and investment management, fee-based financial planning services; investment portfolio analysis; advice relating to investments	03/17/2016
ADAPTIVE INTELLIGENCE PORTFOLIOS Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments	07/07/2015

See all trademarks and details in the Full Report.

Market Share of Lincoln Investment's Largest Competitors

A competitive analysis shows these companies are in the same general field as Lincoln Investment, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Lincoln Investment. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ASCENSUS LLC.	Dresher, PA	100
SUSQUEHANNA INTERNATIONAL GROUP	Bala Cynwyd, PA	31
DITECH HOLDING	Fort Washington, PA	23
EMONEY ADVISOR	Radnor, PA	13
LINCOLN INVESTMENT	Fort Washington, PA	9
MAINLINE INVESTMENT ADVISERS	Wynnewood, PA	2

Future Competition: Lincoln Investment's Fastest Growing Competitors

These companies are in the same general field as Lincoln Investment and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)