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LENOX WEALTH MANAGEMENT, INC.
LENOX WEALTH MANAGEMENT, INC.
CINCINNATI, Ohio
·
3 registered advisors
·
CRD# 132818
SEC# 801-63546
0
513-618-7080
01
Firm Overview
AUM
$644M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
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 Planning
Investment Management
Wealth Management
04
Advisors at LENOX WEALTH MANAGEMENT, INC.
3 registered advisors
Anne Lame Megerle
CINCINNATI, Ohio
CRD# 6186363
John Christopher Lame
CINCINNATI, Ohio
CRD# 2148312
Steven Edward Reder
CINCINNATI, Ohio
CRD# 4247614
05
Office Locations
CINCINNATI, Ohio
3 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
.