LENOX FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- NEW LENOX, Illinois
- CRD number
- 36379
- Registered since
- July 26, 1994
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2DOUGLAS RUTH
PresidentCRD 1381205
JAMES TOLER
Registered RepresentativeCRD 2331701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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