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$18.6M Total AUM
$18.6M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-1998
- Office Locations
- 1
Office Locations
168r Humphrey Street Swampscott MA
About Lennox Financial
Lennox Financial is a Swampscott, MA advisory firm providing financial and investment planning, including tax and estate planning and insurance coordination, for retail clients such as business owners. Portfolios emphasize asset allocation and risk management, with meaningful use of ETFs and public funds alongside other holdings. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$18.6M AVG AUM / ADVISOR
$689.0K AVG AUM / CLIENT
28.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN LENNOX BOYLE
Managing Director
- CRD
- #1155289
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,602,705 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,602,705 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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