LINCOLN SPARROW ADVISORS, LLC
CRD #167632 SEC #801-78073 WILLIAMSVILLE, NY 716-650-7180
SEC Registered
Total AUM
$39.5M
Discretionary
$39.5M
Employees
3
Clients
0
Accounts
172
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $39.5M | $39.5M | $0 | 3 | 0 |
| Mar 2022 | $51.9M | $51.9M | $0 | 3 | 0 |
| Mar 2021 | $35.6M | $35.6M | $0 | 3 | 0 |
| Jul 2020 | $33.1M | $24.9M | $8.2M | 2 | 0 |
| Jun 2020 | $33.1M | $24.9M | $8.2M | 2 | 0 |
| Mar 2020 | $33.1M | $24.9M | $8.2M | 2 | 0 |
| Mar 2019 | $28.6M | $28.6M | $0 | 2 | 0 |
| Mar 2018 | $29.2M | $29.2M | $0 | 2 | 0 |
| Mar 2017 | $25.6M | $25.6M | $0 | 2 | 100 |
| Mar 2016 | $25.2M | $25.2M | $0 | 2 | 100 |
| Mar 2015 | $56.7M | $56.7M | $0 | 5 | 500 |
| Mar 2014 | $38.6M | $38.6M | $0 | 2 | 400 |
| Mar 2014 | $38.6M | $38.6M | $0 | 2 | 400 |
| Sep 2013 | $28.5M | $28.5M | $0 | 2 | 0 |
| May 2013 | $0 | $0 | $0 | 2 | 0 |
DateMar 2023
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$51.9M
Discretionary$51.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$33.1M
Discretionary$24.9M
Non-Disc.$8.2M
Employees2
Clients0
DateJun 2020
Total AUM$33.1M
Discretionary$24.9M
Non-Disc.$8.2M
Employees2
Clients0
DateMar 2020
Total AUM$33.1M
Discretionary$24.9M
Non-Disc.$8.2M
Employees2
Clients0
DateMar 2019
Total AUM$28.6M
Discretionary$28.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees2
Clients100
DateMar 2016
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees2
Clients100
DateMar 2015
Total AUM$56.7M
Discretionary$56.7M
Non-Disc.$0
Employees5
Clients500
DateMar 2014
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees2
Clients400
DateMar 2014
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees2
Clients400
DateSep 2013
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0