Unclaimed Profile

Rick Pierce Van Benschoten

LENOX WEALTH ADVISORS, LLC·NEW YORK, New York

LENOX WEALTH ADVISORS, LLC

90 PARK AVENUE, NEW YORK, NY 10016CRD# 1772365Firm CRD# 158380

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rick Pierce Van Benschoten · NEW YORK, NY

Registration

CRD #1772365 · LENOX WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Rick Pierce Van Benschoten is a registered financial advisor based in NEW YORK, New York, affiliated with LENOX WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LENOX WEALTH ADVISORS, LLC

WEALTHSPIRE ADVISORS

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LENOX WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1772365

Firm CRD# 158380

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rick Pierce Van Benschoten offer?

Rick Pierce Van Benschoten specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.

What are Rick Pierce Van Benschoten's credentials?

Rick Pierce Van Benschoten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rick Pierce Van Benschoten located?

Rick Pierce Van Benschoten is based in NEW YORK, New York, working with LENOX WEALTH ADVISORS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Rick Pierce Van Benschoten charge for services?

Rick Pierce Van Benschoten's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LENOX WEALTH ADVISORS, LLC?

LENOX WEALTH ADVISORS, LLC has approximately 30 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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