Lenox Wealth Management, Inc.

Lenox Wealth Management, Inc. (CRD# 132818) is a financial advisory firm headquartered in Cincinnati, OH. They manage $548,017,326 in 1,215 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    548
    MILLION
  • Total Number of Accounts
    1,215
    ACCOUNTS
  • Average Account Value
    $451,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IN, KY, OH, TN, TX

Financial Advisors at Lenox Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Robert C. Jung
CRD#: 1918046
8044 Montgomery Road, Suite 170, Cincinnati, OH 45236
96
Wealthminder
score

Robert Jung (CRD# 1918046) is an Investment Advisor Representative working at Lenox Wealth Management, Inc. in Cincinnati, OH and has over 14 years of experience in the finance industry. Robert Jung has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anne M. Burney
CRD#: 2103810
8044 Montgomery Road, Suite 170, Cincinnati, OH 45236
93
Wealthminder
score

Anne Burney (CRD# 2103810) is an Investment Advisor Representative working at Lenox Wealth Management, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry.

3
Steven E. Reder
CRD#: 4247614
8044 Montgomery Road, Suite 170, Cincinnati, OH 45236
93
Wealthminder
score

Steven Reder (CRD# 4247614) is an Investment Advisor Representative working at Lenox Wealth Management, Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry.

4
Anne L. Megerle
CRD#: 6186363
8044 Montgomery Road, Suite 170, Cincinnati, OH 45236
90
Wealthminder
score

Anne Megerle (CRD# 6186363) is an Investment Advisor Representative working at Lenox Wealth Management, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Anne Megerle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John C. Lame
CRD#: 2148312
8044 Montgomery Road, Suite 480, Cincinnati, OH 45236
76
Wealthminder
score

John Lame (CRD# 2148312) is an Investment Advisor Representative working at Lenox Wealth Management, Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry. John Lame has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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