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LIMERICK FINANCIAL GROUP, LLC
CRD 141128
675 NORTH LEWIS ROAD, LIMERICK, PA, 19468, United States
Phone
610-495-7911
Fax
484-550-6680
Registration
— (—)
Source
State registered
Total AUM
$64.8M
Discretionary AUM
$64.8M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $35.7M |
| High net worth individuals | 17 | $28.4M |
All web addresses on file
Official SEC filing: View on IAPD