Lenox Wealth Management, Inc.
8044 Montgomery Road Suite 170
Cincinnati, OH 45236
No. advisers: 14
|Financial planning clients||1-10|
|High-net-worth client assets||More than 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For comments or suggestions about the Adviser Center, please contact us.
Reprints: For reprints of these rankings, please contact Laura Picariello.
*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Latest news & opinion
'Portability' allows a surviving spouse to tack the decedent's exemption on to his or her own. Despite the higher threshold for paying estate taxes in the 2017 tax law, experts recommend filing for the benefit.
Plaintiff's lawyer says junk bonds, futures contracts and derivatives were inappropriate for his clients.
Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.
The regulator sees patterns in the behavior and disclosures of high-risk brokers.
John Hancock policyholders would get a discount on their premium in return for agreeing to pay a bigger portion of their claims in the future.