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| Keyboard |
| Mench Financial Inc
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|---|---|
| CRD # | 106689 |
| SEC # | 801-48232 |
| CIK # | 0000935136 |
| AUM | 130.6 M (2026-03-27) |
| 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) | 93 | 14.5 |
| (b) Individuals (high net worth individuals) | 82 | 82.4 |
| (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 | 2.4 |
| (h) Charitable organizations | 3 | 24.2 |
| (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 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 183 | 130.6 |
| By Discretionary | ||
| Discretionary | 183 | 130.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 183 | 130.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.6 | |
| Total | 183 | 130.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 183 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Family Wealth Partners LLC
✚
|
NC | 130.9 M |
|
Crescent City Retirement Group LLC
✚
|
LA | 130.9 M |
|
Agemy Wealth Advisors LLC
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|
CO | 130.5 M |
|
JCN Financial & Tax Advisory Group LLC
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LA | 130.5 M |
|
Equilibria Wealth Management LLC
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|
TX | 130.4 M |
|
Sartorial Wealth Inc
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|
130.4 M | |
|
Altamira Financial Group LLC
✚
|
NM | 130.3 M |
|
The Sherry Group Inc
✚
|
AR | 130.3 M |
|
Peakvalley Wealth LLC
✚
|
VA | 130.3 M |
|
Alliance of Wealth Advisors LLC
✚
|
SD | 130.2 M |