|
⚲
|
| Mench Financial Inc
✚
|
|
|---|---|
| CRD # | 106689 |
| SEC # | 801-48232 |
| CIK # | |
| AUM | $136.0 MM (2023-03-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 513-745-5111 |
| Address | 8280 Montgomery Road Cincinnati, OH 45236-6101 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 21.3 |
| (b) Individuals (high net worth individuals) | 138 | 87.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 3.5 |
| (h) Charitable organizations | 5 | 18.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 136.0 |
| By Discretionary | ||
| Discretionary | 298 | 136.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 298 | 136.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.0 | |
| Total | 298 | 136.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Righthand Capital LLC
✚
|
MA | 0.1 |
|
Great Hill Advisory Ltd
✚
|
NY | 0.1 |
|
Financial Investment Team Inc
✚
|
OR | 0.1 |
|
Brucke Financial Inc
✚
|
IN | 0.1 |
|
Heritage Financial Advisors LLC
✚
|
OH | 0.1 |
|
Investors Portfolio Services LLC
✚
|
WA | 0.1 |
|
Strategic Financial Planning Inc
✚
|
TX | 0.1 |
|
Baybridge Capital Group LLC
✚
|
CA | 0.1 |
|
AAM Fee-Only Financial Planning and Investment Advisory LLC
✚
|
MI | 0.1 |
|
Winthrop Partners - WNY LLC
✚
|
NY | 0.1 |