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 first registered with the SEC in 1994. Ownership is listed as individual and the firm's classification is marked as unclassified in the source data. The firm is not identified as a capital allocator and is recorded as not being an active ESG investor. It is listed as a single-state adviser rather than a multi-state adviser, is not newly formed, and the snapshot indicates it does not act as a pension consultant or as a related adviser. The firm has not provided public detail about its business activities, advisory services, fee structure, or client base in the available dataset.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth