Lincolnbridge Financial Planning, LLC
Lincolnbridge Financial Planning, LLC is an SEC-registered ria with $39.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lincolnbridge Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333779, data through 2025-03-26.
- AUM (assets under management / regulatory AUM)
- $39.8M (2025-03-26)
- Firm type
- Ria
- Employees
- 3
- CRD
- 333779
- Ownership
- Vogel, Gregory, James; LBFP HOLDINGS, LLC
How much AUM does Lincolnbridge Financial Planning, LLC have?
Lincolnbridge Financial Planning, LLC reported $39.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-03-26).
Who owns Lincolnbridge Financial Planning, LLC?
Disclosed owners and executives of Lincolnbridge Financial Planning, LLC include Vogel, Gregory, James, LBFP HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.