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Anne Lame Megerle

LENOX WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio
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8044 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 6186363Firm CRD# 132818
01

About

Anne Lame Megerle is a registered financial advisor based in CINCINNATI, Ohio, affiliated with LENOX WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LENOX WEALTH MANAGEMENT, INC.
LENOX WEALTH MANAGEMENT, INC.
AUM
$644M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at LENOX WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 6186363
Firm CRD# 132818
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anne Lame Megerle offer?
Anne Lame Megerle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Anne Lame Megerle's credentials?
Anne Lame Megerle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Lame Megerle located?
Anne Lame Megerle is based in CINCINNATI, Ohio, working with LENOX WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Anne Lame Megerle charge for services?
Anne Lame Megerle's firm is compensated through percentage of aum, hourly charges, subscription fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LENOX WEALTH MANAGEMENT, INC.?
LENOX WEALTH MANAGEMENT, INC. has approximately 13 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LENOX WEALTH MANAGEMENT, INC.

Matthew Edward Lynch
CINCINNATI, OH
Caroline Ann Jordan
CINCINNATI, OH
Elizabeth Anne Buhr
CINCINNATI, OH
Gail Ronald Behymer
CINCINNATI, OH
Steven Edward Reder
CINCINNATI, OH
Ben F Wells
CINCINNATI, OH

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