CRD: 141128
Limerick Financial Group, LLC
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- Custodian
- Axos · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Ember peakAtlas signal +more
- Established Date
- 08-16-2006
- Office Locations
- 1
Office Locations
About Limerick Financial Group, LLC
Limerick Financial Group is a fee-only, fiduciary advisory firm founded in 2006 in Limerick, PA, serving clients nationwide. The team provides holistic financial planning and personalized investment management, with dedicated support for pre-retirees/retirees, executives and professionals, and business owners. Services include retirement and estate planning, with an emphasis on ongoing client education through concise, easy-to-understand videos.
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Owner & Executives
CHARLES EDWARD FALCO JR.
Managing Member, President
- CRD
- #1388119
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ceida Branca
Financial Advisor
- CRD
- #7268547
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,786,417 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,786,417 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,786,417
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,117,562,684 | 46.7% |
| Equity - Exchange | $4,699,488,031 | 53.3% |
| Total | $8,817,050,715 | 100.0% |