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 registered with the SEC since 1994. The firm is privately owned by an individual and is listed with an “unclassified” adviser type in the available dataset. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The source material does not disclose the firm’s client segments, fee structure, specific business lines, or advisory activities.

Assets & Accounts

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

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth