Lenox Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New Lenox, Illinois
CRD number
36379
Registered since
July 26, 1994

Firm profile

FINTRX

Overview

Lenox Financial Services, Inc. is organized as a corporation and has been SEC-registered as an investment adviser since 1994. Ownership is listed as individual, and the firm's regulatory classification is recorded as unclassified. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Public data for Lenox Financial Services, Inc. does not include details on its client base, fee schedules, or specific advisory and business activities, so there is limited visibility into its target clients or service model. The firm is not multi-state, not newly formed, and is not listed as a pension consultant or related adviser in the available snapshot.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Douglas Ruth

    Douglas Ruth

    PresidentCRD 1381205

  • James Toler

    Registered RepresentativeCRD 2331701

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New Lenox, IL

Will

Location

New Lenox, IL

Headquartered in New Lenox, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Will
Address
322 Alana Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth