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 a corporation that has been SEC-registered since 1994 and is owned by an individual. The firm's public profile is limited: it is classified as "Unclassified" in the source data and does not identify itself as a capital allocator or an active ESG investor. It is not designated as a multi-state adviser, was not recently formed, and is not listed as a pension consultant or related adviser. The firm has not provided details on its advisory activities, client base, fee structure, or specific business lines in the available dataset. That lack of disclosed information constrains any assessment of its investment philosophy, target client segments, or product mix from public records alone.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Douglas Ruth

    Douglas Ruth

    PresidentCRD 1381205

  • James Toler

    Registered RepresentativeCRD 2331701

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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