LENOX WEALTH Overview
Lenox Wealth Management Inc. is an investment advisor that manages 693.2 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 344MM in positions, representing 50% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 344MM in positions, representing 50% of the manager's regulatory AUM.
LENOX WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
LENOX WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PG | 15.28% | Cons. Staples | -1.38% | -0.27% | 0 | 29% | ||
| BRK.B | 12.04% | Financials | 5.45% | -0.09% | 0 | 29% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
LENOX WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John C. Lame | Director/Chairman/Ceo | February-2005 |
| Ben F. Wells | Director | May-2012 |
| Matthew E. Lynch | Director | May-2013 |
| Steven E. Reder | Chief Compliance Officer | March-2015 |
LENOX WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LENOX WEALTH Investment Strategy
LENOX WEALTH Portfolio Concentration
LENOX WEALTH Location
8044 MONTGOMERY ROAD
SUITE 480
CINCINNATI, Ohio
UNITED STATES, 45236
SUITE 480
CINCINNATI, Ohio
UNITED STATES, 45236
LENOX WEALTH Contact Information
Phone Number: 513-618-7080
Fax Number: 513-618-7079
Website: http://www.lenoxwealth.com
Fax Number: 513-618-7079
Website: http://www.lenoxwealth.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here