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MAYNERICH FINANCIAL
CRD 331546 · SEC 801-131152
101 COUNTY LINE RD, VIRDEN, IL, 62690, United States
Phone
217-965-5796
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.5M
Discretionary AUM
$122.5M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersTRUST, ESTATES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 457 | $87.1M |
| High net worth individuals | 21 | $35.4M |
States served
AZ, IL, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD