Lenox Wealth Advisors

Company Profile

Website

Incorporated

Location

Fiscal year end

Former names

Lenox Wealth Advisors, Inc.

SEC CIK

IRS number

453021070

SEC advisor number

801-72914

FINRA CRD number

158380

AUM ?

$2.11 bn (as of 27 May 22)

Accounts

2,851 (as of 27 May 22)

Employees

30 (20 investment advisory or research)

Address

Lenox Wealth Advisors
90 PARK AVENUE
SUITE 1700
NEW YORK
NY 10016

Office hours

Monday - Friday, 9AM - 5PM

Phone

212-602-4544

Brochures

Owner	Title	From	%Ownership
Reynholds, Gregory, Kevin	Chief Compliance Officer/chief Operating Officer	01/2013	< 5%
NFP Intermediate Holdings B. Corp.	Owner	07/2013	> 75%
NFP Intermediate Holdings A. Corp.	Owner	07/2013	> 75%
NFP Holdings, LLC	Owner	07/2013	> 75%
Madison Dearborn Partners	General Partner	07/2013
Van Benschoten, Rick, Pierce	Chief Executive Officer	08/2018	< 5%
NFP Parent Co, LLC	Owner	10/2014	> 75%
O'malley, Edward, George	Director	02/2015	< 5%
Schneider, Brett, Ronald	Director	11/2011	< 5%
Lieser, Lori, Michell	Vice President	06/2011	< 5%
Moo, Veronica, Ei Chun	Director	07/2017	< 5%
NFP Ultimate Holdings, LLC	Owner	02/2017	> 75%
Lwa Holdings LLC	Shareholder	11/2017	> 75%
NFP Corp	Owner	11/2017	50-75%
Patriot SPV, L.P.	Owner	03/2021	25-50%
Patriot SPV GP, L.P.	General Partner	03/2021
Moriarty, Michael, Joseph	Chief Investment Officer	05/2022	< 5%