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Home > Retirement Planners > texas > houston > THE MENARD FINANCIAL GROUP, LLC
THE MENARD FINANCIAL GROUP, LLC
2603 Augusta Drive
Suite 1200
Houston, Texas 77057
Tel: 713-364-1515
About THE MENARD FINANCIAL GROUP, LLC
THE MENARD FINANCIAL GROUP, LLC, formally registered with the SEC as THE MENARD FINANCIAL GROUP, LLC. The firm was established in 12/03/2018. They have over 1 offices throughout the country.
THE MENARD FINANCIAL GROUP, LLC is a Houston, Texas based Financial Planning firm with nearly $381,422,121 assets under management, offering retirement planning & investment advisory services to 343 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299404 |
| SEC# | 801-114342 |
| Assets Managed by Firm | $381,422,121 |
| No. of Clients | 343 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 343 | $381,422,121 |
| Individuals (other than high net worth individuals) | 75 | $24,711,701 |
| High net worth individuals | 47 | $351,954,750 |
| Charitable organizations | 1 | $4,755,670 |
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