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The Menard Financial Group, Llc
Houston, Texas
5.0
1 Review
The Menard Financial Group, LLC is a small investment advisory firm based out of Houston, TX. With over 80 individual clients and a remarkable $206,582,000 in assets under management, they specialize in providing personalized financial services to high net worth individuals. Their expertise lies in managing discretionary assets, with less than 30% of their assets comprising 401K and individual accounts. The firm's capabilities extend to handling employer funds as well.
In addition to investment advisory services, The Menard Financial Group, LLC also operates as an insurance broker or agent. Their comprehensive compensation struct...see more
Assets Under Mgmt
$206.58M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Other Business Activities
- Insurance broker or agent
Reviews for The Menard Financial Group, Llc
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