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MENCH FINANCIAL INC
5725 Dragon Way
Suite 321
Cincinnati, Ohio 45227-4593
Tel: 513-745-5111
About MENCH FINANCIAL INC
MENCH FINANCIAL INC, formally registered with the SEC as MENCH FINANCIAL INC. The firm was established in 01/17/1995. They have over 1 offices throughout the country.
MENCH FINANCIAL INC is a Cincinnati, Ohio based Financial Planning firm with nearly $126,716,680 assets under management, offering retirement planning & investment advisory services to 236 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106689 |
| SEC# | 801-48232 |
| Assets Managed by Firm | $126,716,680 |
| No. of Clients | 236 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 236 | $126,716,680 |
| Individuals (other than high net worth individuals) | 119 | $15,866,818 |
| High net worth individuals | 106 | $81,175,879 |
| Pension and profit sharing plans | 3 | $3,772,960 |
| Charitable organizations | 5 | $20,228,511 |
| Corporations or other businesses | 3 | $5,672,512 |
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