Limerick Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Limerick Financial Group works with individuals, business entities, retirement plans, trusts, estates and charitable organizations to provide discretionary portfolio management, financial planning and related consulting. The firm offers ongoing investment supervision, stand‑alone planning engagements, and retirement‑plan services, and can coordinate implementation through independent managers and custodial reporting tools like RightCapital.
The firm implements portfolios primarily with mutual funds, exchange‑traded funds, fixed income and cash while employing fundamental analysis and both long‑ and short‑term trading approaches. It runs a set of proprietary asset‑allocation and specialty models ranging from bond‑heavy conservative mixes to equity growth, including an equity appreciation strategy and a Nasdaq‑100 long/short timing model that uses leveraged mutual funds, and it may allocate to Dimensional Fund Advisors funds where appropriate.
What distinguishes this smaller, two‑advisor firm is its use of opportunistic long/short and leveraged mutual‑fund strategies alongside more traditional allocation models, and its disclosure that certain fund choices (e.g., DFA funds) can limit transferability if a client changes advisers. The brochure also discloses a 2022 consent agreement with the Pennsylvania Department of Banking and Securities related to recommendations of leveraged/inverse ETFs (resulting in a $100,000 administrative assessment), an explicit policy not to recommend cryptocurrencies, and the firm’s receipt of custodial support services and referral arrangements with independent managers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range from $4,000 to $10,000
$0 - $249,999: 2.00% $250,000 - $499,999: 1.60% $500,000 - $999,999: 1.35% $1,000,000 - $2,499,999: 1.10% $2,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.85% $10,000,000+: 0.60%
$250 to $500 per hour for financial planning and consulting services
Fee-only: Financial planning fixed fees generally range from $4,000 to $10,000; hourly rates range from $250 to $500
Main office
675 North Lewis Road
Limerick PA 19468
Advisors at this office
2
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Charles F
Series 63, Series 65
Limerick, PA
Limerick Financial Group, LLC
Charles Falco is a financial advisor with Limerick Financial Group, LLC in Limerick, PA, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Limerick Financial Group since 2006 and previously operated Falco and Associates, Inc. for 34 years. Limerick Financial Group serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, bond funds, government securities, proprietary asset-allocation models, and specialty equity strategies, and manages approximately $68 million in discretionary assets.
Ceida B
Series 65
Limerick, PA
Limerick Financial Group, LLC
Ceida Branca is a financial advisor at Limerick Financial Group, LLC with a Series 65 designation and five years of industry experience. She has been with Limerick Financial Group since 2020 and previously worked at Merrill Lynch. Her work history also includes roles outside the financial sector at Temple University, Retro Fitness, and Norristown Area High School. Limerick Financial Group provides portfolio management, financial planning, and consulting services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and various trading approaches, offering proprietary asset-allocation and specialty models that include long/short and leveraged mutual-fund strategies alongside traditional investments.
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