M
$122.5M Total AUM
$122.5M Disc. AUM
-- 3Y CAGR
6 Employees
478 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2024
- Office Locations
- 2
Office Locations
101 County Line RD Virden IL
405 N. Springfield ST Virden IL
About Maynerich Financial
Maynerich Financial is a Virden-based RIA with 2 offices. The firm has been operating for 1 years. Managing $122.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
33 AVG AGE
$61.3M AVG AUM / ADVISOR
$256.3K AVG AUM / CLIENT
1.6 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
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CRM
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Owner & Executives
ANDREW THOMAS MAYNERICH
INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #5912401
- Ownership
- 75% or more
Available
Available
Available
J
JANET LYNN MESSER
Chief Compliance Officer
- CRD
- #5059140
- Ownership
- Less than 5%
Available
Available
Available
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Ethan Nathaniel Thomas
Financial Advisor
- CRD
- #7448848
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,522,409 | $117,246 |
| Non-Discretionary | $0 | -- |
| Total | $122,522,409 | $117,246 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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