Falists
← Back to search

MAYNERICH FINANCIAL

CRD 331546 · SEC 801-131152

Visit website

101 COUNTY LINE RD, VIRDEN, IL, 62690, United States

Phone

217-965-5796

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$122.5M

Discretionary AUM

$122.5M

Team

6 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersTRUST, ESTATES

Client types

TypeClientsAUM
Individuals457$87.1M
High net worth individuals21$35.4M

States served

AZ, IL, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD