Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Portfolio > Alternative Investments > Hedge Funds

Lenox Advisors, Inc

By Staff Writer

X
Your article was successfully shared with the contacts you provided.

530 Fifth Avenue, 11th Floor

New York, NY 10036

Phone: (212) 536-8700

Fax: (212) 536-6014

www.lenoxadvisors.com

Year firm started: 2000

Number of partners in firm: 6

AUM: $1 billion

Compensation method: Annual financial planning fee between $6,000 and $9,000, which is independent of AUM fee

Number of clients: 462 personal CFO clients; 8,000 customer relationships

Professional credentials: CFPs, CLUs, ChFCs, CLTC

Clientele: Wall Street executives, hedge fund managers,

professional athletes, entertainers

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.