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 03/31/20. The fund's latest filing disclosed 291MM in positions, representing 42% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 291MM in positions, representing 42% of the manager's regulatory AUM.
LENOX WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LENOX WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PG | 15.88% | Cons. Staples | 22.99% | 0.64% | 0 | 33% | ||
| BRK.B | 12.16% | Financials | 14.58% | -0.36% | 0 | 34% | ||
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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
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