Overview
Assets Under Management: $553 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 142
Average Client Assets: $3.4 million
Frequently Asked Questions
LENOX WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132818), LENOX WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
LENOX WEALTH MANAGEMENT, INC. is headquartered in CINCINNATI, OH.
LENOX WEALTH MANAGEMENT, INC. serves 142 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, LENOX WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LENOX WEALTH MANAGEMENT, INC. manages $553 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, LENOX WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.22%
Average Client Assets: $3.4 million
Total Client Accounts: 2,754
Discretionary Accounts: 2,741
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 132818
Filing ID: 1191272
Last Filing Date: 2018-03-30 18:44:00