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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mench Financial Inc
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|---|---|
| CRD # | 106689 |
| SEC # | 801-48232 |
| CIK # | 0000935136 |
| AUM | $121.2 M (2025-03-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 513-745-5111 |
| Address | 5725 Dragon Way Cincinnati, OH 45227-4593 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 12.7 |
| (b) Individuals (high net worth individuals) | 80 | 77.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.0 |
| (h) Charitable organizations | 3 | 22.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 121.2 |
| By Discretionary | ||
| Discretionary | 184 | 121.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 121.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.2 | |
| Total | 184 | 121.2 |
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|---|---|---|
|
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✚
|
0.1 | |
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WI | 0.1 |
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CA | 0.1 |
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FL | 0.1 |
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Epic Advisory Services Corp
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FL | 0.1 |
|
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|
CO | 0.1 |
|
Boyd Financial Strategies Inc
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|
MA | 0.1 |
|
Vision Capital Management Corporation
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|
NC | 0.1 |
|
Hutchinson Financial Advisors Inc
✚
|
VA | 0.1 |