Lenox Wealth Management, Inc.
Lenox Wealth Management, Inc. (CRD# 132818) is a financial advisory firm headquartered in Cincinnati, OH. They manage $643,635,996 in 2,060 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Lenox Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management644MILLION
-
Total Number of Accounts2,060ACCOUNTS
-
Average Account Value$312,445
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)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, IL, IN, KY, OH, TX
Financial Advisors at Lenox Wealth Management, Inc.
No Advisor Found.
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