MENCH FINANCIAL INC
CRD #106689 SEC #801-48232 CINCINNATI, OH 513-745-5111
SEC Registered
Total AUM
$121.2M
Discretionary
$121.2M
Employees
4
Clients
--
Accounts
184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $121.2M | $121.2M | $0 | 4 | 184 |
| Oct 2024 | $126.7M | $126.7M | $0 | 4 | 0 |
| Mar 2024 | $126.7M | $126.7M | $0 | 4 | 0 |
| Jun 2023 | $136M | $136M | $0 | 4 | 0 |
| Mar 2023 | $136M | $136M | $0 | 4 | 0 |
| Mar 2022 | $187.2M | $187.2M | $0 | 4 | 319 |
| Mar 2021 | $193.7M | $193.7M | $0 | 4 | 405 |
| Jun 2020 | $222.2M | $222.2M | $0 | 5 | 0 |
| Mar 2020 | $222.2M | $222.2M | $0 | 5 | 0 |
| Mar 2019 | $201.2M | $201.2M | $0 | 5 | 0 |
| Mar 2018 | $233.2M | $233.2M | $0 | 4 | 0 |
| Mar 2017 | $226.6M | $226.6M | $0 | 4 | 600 |
| Mar 2016 | $218M | $218M | $0 | 4 | 600 |
| Mar 2015 | $253.1M | $253.1M | $0 | 4 | 600 |
| Mar 2014 | $243.6M | $243.6M | $0 | 4 | 600 |
| Apr 2013 | $196.3M | $196.3M | $0 | 5 | 500 |
| Mar 2013 | $196.3M | $196.3M | $0 | 5 | 500 |
| Mar 2012 | $187.4M | $187.4M | $0 | 1 | 500 |
| Feb 2009 | $193.4M | $193.4M | $0 | 5 | -- |
| Mar 2008 | $297.8M | $297.8M | $0 | 5 | -- |
| Jan 2007 | $258.9M | $258.9M | $0 | 5 | -- |
| Feb 2006 | $198.9M | $198.9M | $0 | 5 | -- |
| Sep 2005 | $190.5M | $190.5M | $0 | 10 | -- |
DateMar 2025
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees4
Clients184
DateOct 2024
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees4
Clients319
DateMar 2021
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees4
Clients405
DateJun 2020
Total AUM$222.2M
Discretionary$222.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$222.2M
Discretionary$222.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$226.6M
Discretionary$226.6M
Non-Disc.$0
Employees4
Clients600
DateMar 2016
Total AUM$218M
Discretionary$218M
Non-Disc.$0
Employees4
Clients600
DateMar 2015
Total AUM$253.1M
Discretionary$253.1M
Non-Disc.$0
Employees4
Clients600
DateMar 2014
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees4
Clients600
DateApr 2013
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees5
Clients500
DateMar 2013
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees5
Clients500
DateMar 2012
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees1
Clients500
DateFeb 2009
Total AUM$193.4M
Discretionary$193.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$297.8M
Discretionary$297.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$198.9M
Discretionary$198.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees10
Clients--