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Lenox Wealth Management (LNXW)

Company Profile

Company profile

Ticker

LNXW

Exchange

Website

www.lenoxwealth.com

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

311445959

SEC advisor number

801-63546

FINRA CRD number

132818

AUM ?

$643.64 mm (as of 9 Jun 20)

Accounts

2,060 (as of 9 Jun 20)

Employees

13 (10 investment advisory or research)

Address

Lenox Wealth Management
8044 MONTGOMERY ROAD
SUITE 170
CINCINNATI
OH 45236

Phone

513-618-7080

Brochures

Ownership

Fund structure	AUM	Fund type
Lenox Wealth Management, Inc.	$541.17 mm
Lenox Blue Chip, LLC	$1.71 mm	Private Equity Fund
Lenox Hpe, LLC	$14.85 mm	Private Equity Fund
Lenox Pe Fund I, LLC	$1.63 mm	Private Equity Fund

Latest filings (excl ownership)

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Additional proxy materials by non-management

Additional proxy materials by non-management

Additional proxy materials by non-management

Additional proxy materials by non-management

Additional proxy materials by non-management

Additional proxy materials by non-management

Proxy in contested solicitation

Revised preliminary proxy statement filed by non-management

Correspondence with SEC

Correspondence with SEC

Latest ownership filings

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Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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