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- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-17-1995
- Office Locations
- 2
Office Locations
About Mench Financial INC
Mench Financial is an independent, SEC-registered RIA in Cincinnati founded in 1994 by Thomas S. Mench and solely owned by him. The firm manages portfolios for both individual and institutional clients, using a long-running asset-allocation approach developed in 1977. Strategies are heavily ETF-based (primarily ETFs plus cash) and implemented on Schwab (and RBC) custody, with support across retirement and insurance-related planning.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS STANLEY MENCH
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Operations Officer
- CRD
- #1959470
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Tonia S Hahn
Portfolio Manager
- CRD
- #7110509
ANDREA ELIZABETH MENCH
Portfolio Manager
- CRD
- #5904161
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,576,494 | $713,533 |
| Non-Discretionary | $0 | -- |
| Total | $130,576,494 | $713,533 |
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Separately Managed Accounts
Total SMA Asset: $130,576,494
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,817,166,225 | 42.9% |
| Cash | $5,080,657,143 | 57.1% |
| Total | $8,897,823,368 | 100.0% |