LINCOLN SPARROW ADVISORS, LLC

WILLIAMSVILLE, New York·1 registered advisor·CRD# 167632
SEC# 801-780730716-650-7180
01

Firm Overview

AUM
$39M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LINCOLN SPARROW ADVISORS, LLC

1 registered advisor
Joshua Burch Heims
WILLIAMSVILLE, New York
05

Office Locations

WILLIAMSVILLE, New York
1 advisor

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Data sourced from SEC Form ADV filings. LINCOLN SPARROW ADVISORS, LLC (CRD# 167632) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.