LENNOX FINANCIAL

LENNOX FINANCIAL of SWAMPSCOTT, MA is an SEC-registered investment adviser (CRD 132182). Regulatory assets under management: $18.6M.

Registration

• CRD: 132182
• Type: Registered investment adviser
• Location: 168R HUMPHREY STREET, SWAMPSCOTT, MA, 01907
• Phone: 781-592-6662
• Latest filing: 2026-02-26
• Regulatory AUM: $18.6M
• Discretionary AUM: $18.6M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132182 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search