LENOX WEALTH ADVISORS Overview
Lenox Wealth Advisors Inc. is an investment advisor that manages 763 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 729MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 729MM in positions, representing 96% of the manager's regulatory AUM.
LENOX WEALTH ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LENOX WEALTH ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IJH | 16.55% | ETF | 4.11% | -1.43% | 0 | 0% | ||
| SPY | 12.61% | ETF | 11.67% | 0% | 0 | 0% | ||
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FEATURED IN
LENOX WEALTH ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David M. Carter | Chief Investment Officer/President | January-2012 |
| Gregory K. Reynholds | Chief Compliance Officer/Senior Portfolio Manager | January-2013 |
| Michael A. Book | Managing Director | January-2012 |
| Gregory K. Large | Managing Director | January-2012 |
| Rick P. Van Benschoten | Managing Director | January-2012 |
| David B. Schrohe | Executive Vice President | April-2013 |
| Christina D. Cade | Chief Financial Officer/Vice President/Treasurer | January-2012 |
| Edward G. O'Malley | Director | February-2015 |
| Brett R. Schneider | Director | November-2011 |
| Michael A. Evan | Director/Vice President | September-2013 |
LENOX WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LENOX WEALTH ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ........................................7
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LENOX WEALTH ADVISORS Portfolio Concentration
LENOX WEALTH ADVISORS Location
340 MADISON AVE
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10173
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10173
LENOX WEALTH ADVISORS Contact Information
Phone Number: 212-231-9062
Fax Number: 212-231-9069
Website: null
Fax Number: 212-231-9069
Website: null
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