Lenox Wealth Advisors, LLC

Q4 2013 13F Combination Report, Stock Holdings

Signature - Title
Gregory Reynholds - Chief Compliance Officer
Location
New York
Holdings as of
December 31, 2013
Value $
$142M
Num holdings
350
Date filed
1/21/2014, 12:04 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SPY, IJH, DBEF, SCZ, and IWD.
Next filing
Q1 2014 - Apr 3, 2014
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Gregory Reynholds Chief Compliance Officer New York, New York 1/21/2014

List of Other Managers Reporting for Lenox Wealth Advisors, LLC:

Name Holdings Value Location File Number
Fred Alger Management, Llc $22.3B New York, NY 028-00869
Invesco Advisers, Inc. Atlanta, GA 028-00255
Tcw Asset Management Co Llc Los Angeles, CA 028-00787
Macquarie Investment Management Business Trust Philadelphia, PA 028-05267
Neuberger Berman Llc New York, NY 028-00454
Denver Investment Advisors Llc $1.89B Denver, CO 028-05416
Systematic Financial Management Lp $3.75B Teaneck, NJ 028-05015
Alta Capital Management Llc/ $1.76B Salt Lake City, UT 028-05119
Penn Capital Management Company, LLC $1.16B Philadelphia, PA 028-11296
Tower Bridge Advisors $930M Conshohocken, PA 028-10708
MFS Institutional Advisors, Inc. Boston, MA 028-13173