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 privately owned corporate advisory entity that first registered with the SEC in 1994. Public disclosures classify the firm as "unclassified" and identify an individual owner; beyond that, the firm has not reported a defined client base, fee model, or stated advisory activities. Available records also indicate the firm is not a capital allocator and does not identify as an active ESG investor, multi-state adviser, pension consultant, newly formed adviser, or related adviser. The firm has provided little detail about its investment philosophy, target clients, or product menu. That lack of reported activity and the sparse public profile suggest limited engagement with broader RIA reporting channels rather than a clear-service lineup visible to external counterparties.

Assets & Accounts

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

    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