LINCOLNBRIDGE FINANCIAL PLANNING, LLC
CRD #333779 SEC #801-131768 OGLESBY, IL 815-296-8855
SEC Registered
Total AUM
$39.8M
Discretionary
$38.6M
Employees
3
Clients
0
Accounts
312
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $39.8M | $38.6M | $1.2M | 3 | 0 |
| Jan 2025 | $0 | $0 | $0 | 3 | 0 |
| Dec 2024 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$39.8M
Discretionary$38.6M
Non-Disc.$1.2M
Employees3
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0