Lenox Wealth Management:
A Recently Privatized Fee-Based Financial Advisor

Recently Released!!!
Date Published: January 29, 2015
Summary Power Point Deck: 25 Slides

Reference Power Point Deck: 76 Slides

Lenox Wealth Management was founded as Lenox Savings Bank by William Procter in 1887 and is based in Cincinnati, OH. Lenox Wealth Management has fourteen employees, 240 clients, $1.0 billion assets under management, is led by its CEO John Lame, & is privately owned. Its web site can be found at www.lenoxwealth.com

Lenox Wealth Management's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Lenox Savings Bank Phase
  • Lenox Bancorp Phase
  • Lenox Wealth Management Phase
  • Privatization Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, assets under advisement, assets under management, revenues, & net profits.
Its profile includes detailed outlines of its core services:
  • Financial Planning
  • Wealth Management
  • Family Office Services
And its profile concludes with the highlights of its organizational structure & ownership.

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