Mench Financial Inc
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Overview
Mench Financial Inc is a financial advisory company located in Cincinnati, Ohio. The company controls $136.0 million in total assets across 298 customer accounts, making it a mid-tier firm in the country by assets under management (AUM). The company has a small team, including 2 financial advisors. Mench Financial Inc does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments like options, equities and bonds.
Mench Financial Inc manages all of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell decisions for the client's account are made by a portfolio manager without requiring the client's authorization. The firm oversees roughly $456,217 in assets for every customer account. The average financial advisor at Mench Financial Inc oversees around 149 client accounts.
The firm's headquarters is located at 8280 Montgomery Road, Cincinnati, Ohio 45236-6101. The firm is legally registered to serve investors across 39 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mench Financial Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$136.0 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
298
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$456.2 thousand
Products and Services
Mench Financial Inc offers a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. The company does not sell products or offer services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically are based on the financial services offered. However, fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a number of different clients. The firm works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 298 customers, Mench Financial Inc's biggest client is retail investors, but it also manages money for 138 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 46.31%
- Other Individuals - 50%
- Corporations - 2.01%
- Charitable Organizations - 1.68%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mench Financial Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mench Financial Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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