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Building 2MENCH FINANCIAL INC

Map pinCINCINNATI, OH
Phone513-745-5111
NotebookSEC #801-48232
Total AUM
$130.6M
Employees
4
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5725 DRAGON WAY
SUITE 321
CINCINNATI
OH 45227-4593
United States
Operating Hours
9 A.M. TO 4:00 P.M.
Monday - Friday
Phone
513-745-5111

ReceiptFinancials

Total AUM
$130.6M
Accounts
183
Discretionary
$130.6M
Accounts
183
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$14.5M
HNW Individual Clients
82
AUM
$82.4M
Pension/Profit Sharing Plan Clients
2
AUM
$2.4M
Charitable Organization Clients
3
AUM
$24.2M
Corporation or Business Clients
3
AUM
$7.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTFLGAIAIDILINKSKYMAMDMEMIMNMOMTNCNENJNVNYOHORPARISCSDTNTXVAWAWIWV

HandshakeAffiliates

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

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