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 06/30/16. The fund's latest filing disclosed 137MM in positions, representing 20% of the manager's regulatory AUM.

LENOX WEALTH StockAlpha

-4.2%
Top 25%
2.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

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LENOX WEALTH Since Last Filing Return Details

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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

LENOX WEALTH Contact Information

Phone Number: 513-618-7080
Fax Number: 513-618-7079
Website:

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