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Building 2THE MENARD FINANCIAL GROUP, LLC

Map pinHOUSTON, TX
Phone713-364-1515
NotebookSEC #801-114342
Total AUM
$335.3M
Employees
3
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2603 AUGUSTA DRIVE
SUITE 1200
HOUSTON
TX 77057
United States
Operating Hours
8:30 AM -5:00 PM
Monday - Friday
Phone
713-364-1515

ReceiptFinancials

Total AUM
$335.3M
Accounts
354
Discretionary
$329.9M
Accounts
342
Non-Discretionary
$5.4M
Accounts
12

ContactClients

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Individual Clients
84
AUM
$36.4M
HNW Individual Clients
43
AUM
$293M
Charitable Organization Clients
1
AUM
$5.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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