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LENOX WEALTH MANAGEMENT, INC.
CINCINNATI, OH
513-618-7080
SEC #801-63546Total AUM
$643.6M
Employees
13Clients
275Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8044 MONTGOMERY ROAD
SUITE 170
CINCINNATI
OH 45236
United States
SUITE 170
CINCINNATI
OH 45236
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
513-618-7080
Financials
Total AUM
$643.6M
Accounts
2,060Discretionary
$640.3M
Accounts
2,052Non-Discretionary
$3.3M
Accounts
8
Clients
Individual Clients
128AUM
$44.3M
HNW Individual Clients
146AUM
$591.8M
Charitable Organization Clients
1AUM
$7.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
WRAP PROGRAM
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CARRIED INTEREST
Compliance
Disclosures
None reported
State Registrations
CAFLGAILINKYOHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.