Overview
Assets Under Management: $131 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 82
Average Client Assets: $1.0 million
Frequently Asked Questions
MENCH FINANCIAL INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106689), MENCH FINANCIAL INC is subject to fiduciary duty under federal law.
MENCH FINANCIAL INC is headquartered in CINCINNATI, OH.
MENCH FINANCIAL INC serves 82 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, MENCH FINANCIAL INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MENCH FINANCIAL INC manages $131 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, MENCH FINANCIAL INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.12%
Average Client Assets: $1.0 million
Total Client Accounts: 183
Discretionary Accounts: 183
Regulatory Filings
CRD Number: 106689
Filing ID: 2083557
Last Filing Date: 2026-03-27 11:30:24