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MENCH FINANCIAL INC
CRD 106689 · SEC 801-48232
5725 DRAGON WAY, SUITE 321, CINCINNATI, OH, 45227-4593, United States
Phone
513-745-5111
Fax
513-745-5115
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.6M
Discretionary AUM
$130.6M
Team
4 total employees; 2 advisory reps; 183 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $14.5M |
| High net worth individuals | 82 | $82.4M |
| Pension/profit sharing plans | 2 | $2.4M |
| Charitable organizations | 3 | $24.2M |
| Corporations/business entities | 3 | $7.1M |
States served
AL, AK, AZ, CA, CO, GA, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, VA, WV, WI, WY, MO, WA, TX, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD