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CRD 108881
RADNOR, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Bronchetti, Jayson, Reagan | DIRECTOR & CHAIRMAN | Na | yes | 01/2022 | Mar 29, 2016 | Sep 4, 2024 |
| Cohen, Adam, Maxwell | Director | Na | yes | 11/2023 | Dec 7, 2023 | Sep 4, 2024 |
| FERRARO, RALPH, ROBERT | Director | Na | yes | 02/2022 | Feb 9, 2022 | Sep 4, 2024 |
| HOFFMAYER, JAMES, JOSEPH | VICE PRESIDENT, CHIEF ACCOUNTING OFFICER AND TREASURER | Na | yes | 03/2024 | Mar 27, 2024 | Sep 4, 2024 |
| HOLINSKY, RONALD, ALAN | DIRECTOR, SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | Na | yes | 08/2023 | Nov 23, 2016 | Sep 4, 2024 |
| KENNEDY, JOHN, CHRISTOPHER | Director | Na | yes | 05/2021 | Feb 9, 2022 | Sep 4, 2024 |
| LINCOLN NATIONAL CORPORATION | Parent | E | yes | 12/2011 | Mar 29, 2012 | Sep 4, 2024 |
| Richer, Benjamin, Alan | PRESIDENT, DIRECTOR | Na | yes | 01/2022 | Feb 9, 2022 | Sep 4, 2024 |
| Tedrow Jr, Darrel, Wayne | Director | Na | yes | 08/2024 | Sep 4, 2024 | Sep 4, 2024 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Parent | E | yes | 12/2011 | Mar 29, 2012 | Sep 4, 2024 |
| Turer, Stephen, Ryan | Director | Na | yes | 07/2022 | Mar 30, 2023 | Sep 4, 2024 |
| WESTON, JOHN, ARTHUR | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | Na | yes | 05/1992 | Mar 29, 2012 | Sep 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CALIFORNIA FRINGE BENEFIT AND INSURANCE MARKETING CORPORATION | n/a | n/a | n/a | N | yes | n/a |
| FIRST PENN-PACIFIC LIFE INSURANCE COMPANY | n/a | n/a | n/a | N | yes | n/a |
| LFA, LIMITED LIABILITY COMPANY | n/a | n/a | n/a | N | yes | n/a |
| LFD INSURANCE AGENCY, LIMITED LIABILITY COMPANY | n/a | n/a | n/a | N | yes | n/a |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | n/a | n/a | n/a | N | yes | n/a |
| LINCOLN FINANCIAL GROUP TRUST COMPANY, LLC | n/a | n/a | n/a | N | yes | n/a |
| LINCOLN FINANCIAL INSURANCE AGENCY INCORPORATED | n/a | n/a | n/a | N | yes | n/a |
| LINCOLN INVESTMENT MANAGEMENT COMPANY | n/a | n/a | n/a | N | yes | n/a |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | n/a | n/a | n/a | N | yes | n/a |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | n/a | n/a | n/a | Y | yes | n/a |
| WESTFIELD ASSIGNED BENEFITS COMPANY | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| FORT WAYNE | In | United States | 2 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $102B | $102B | 86 | 18 | 1 | 3 | n/a |
| 2024 | Mar 25, 2025 | $96B | $96B | 123 | 19 | 1 | 3 | n/a |
| 2023 | Mar 27, 2024 | $86B | $86B | 124 | 17 | 1 | 3 | $289M |
| 2022 | Mar 30, 2023 | $83B | $83B | 115 | 16 | 1 | 3 | $251M |
| 2021 | Mar 25, 2022 | $93B | $93B | 109 | 14 | 1 | 3 | $194M |
| 2020 | Mar 26, 2021 | $83B | $83B | 117 | 16 | 1 | 3 | $203M |
| 2019 | Mar 27, 2020 | $78B | $78B | 111 | 15 | 1 | 3 | $375M |
| 2018 | Mar 28, 2019 | $71B | $71B | 102 | 14 | 1 | 3 | $382M |
| 2017 | Mar 29, 2018 | $73B | $73B | 100 | 12 | 1 | 3 | $267M |
| 2016 | Mar 30, 2017 | $69B | $69B | 95 | 12 | n/a | 3 | $295M |
| 2015 | Mar 29, 2016 | $64B | $64B | 100 | 7 | n/a | 3 | $370M |
| 2014 | Mar 30, 2015 | $65B | $65B | 99 | 8 | n/a | 3 | $386M |
| 2013 | Mar 28, 2014 | $55B | $55B | 81 | 9 | n/a | 3 | $379M |
| 2012 | Mar 28, 2013 | $38B | $38B | 72 | 7 | n/a | 3 | $389M |
| 2011 | Mar 29, 2012 | $29B | $29B | n/a | n/a | n/a | 3 | $363M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $102B | $96B | 6.5% | $83B | 7.2% | 86 | 123 | 1 | 1 |