LENOX WEALTH MANAGEMENT, INC.

CINCINNATI, Ohio·10 registered advisors·CRD# 132818
SEC# 801-635460513-618-7080
01

Firm Overview

AUM
$644M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CARRIED INTEREST
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LENOX WEALTH MANAGEMENT, INC.

10 registered advisors
Anne Lame Megerle
CINCINNATI, Ohio
Ben F Wells
CINCINNATI, Ohio
Caroline Ann Jordan
CINCINNATI, Ohio
Elizabeth Anne Buhr
CINCINNATI, Ohio
Gail Ronald Behymer
CINCINNATI, Ohio
Heather M Luecke
CINCINNATI, Ohio
Jack Howard Schmidt
CINCINNATI, Ohio
John Christopher Lame
CINCINNATI, Ohio
Matthew Edward Lynch
CINCINNATI, Ohio
Steven Edward Reder
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
10 advisors

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Data sourced from SEC Form ADV filings. LENOX WEALTH MANAGEMENT, INC. (CRD# 132818) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.