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THE MENARD FINANCIAL GROUP, LLC
CRD 299404 · SEC 801-114342
2603 AUGUSTA DRIVE, SUITE 1200, HOUSTON, TX, 77057, United States
Phone
713-364-1515
Fax
713-364-1516
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$335.3M
Discretionary AUM
$329.9M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $36.4M |
| High net worth individuals | 43 | $293.0M |
| Charitable organizations | 1 | $5.9M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD