Mench Financial Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$96,907,117
Clients
175
Advisors
3
across 2 offices
About
Mench Financial, Inc. provides discretionary portfolio management and model portfolio services to individual clients (both non‑high‑net‑worth and high‑net‑worth) as well as pension plans, charitable organizations and other businesses. The firm establishes client investment policies through personal discussions of objectives, time horizons, risk tolerance and liquidity needs, and implements portfolios using exchange‑listed securities, OTC securities, corporate and government bonds, and ETFs.
The firm employs a mix of analytical approaches — including fundamental, technical/charting, cyclical, quantitative and qualitative analysis — and emphasizes asset allocation through several sector‑enhanced model portfolios (Capital Preservation & Income Sector Enhanced; Balanced Sector Enhanced; Global Sector Enhanced; Ultra Sector Enhanced). Accounts are monitored on an ongoing basis, reviewed monthly with annual rebalancing as appropriate, and clients receive quarterly reports summarizing account performance, balances and holdings.
Compared with many peers, Mench Financial discloses and advertises performance results, a practice that is relatively uncommon among supported firms, and the brochure highlights routine quarterly performance reporting to clients. The use of named sector‑enhanced model portfolios combined with explicit technical and quantitative methods sets its implementation approach apart from advisers that rely primarily on fundamental or long‑only strategies.
Client services
Expertise
Fee options
0.10% to 1.00% annually (negotiable based on client circumstances)
Account minimum: $50,000
Main office
See office5725 Dragon Way, Suite 321
Cincinnati OH 45227-4593
Advisors at this office
2
Offices (2)
Most active in
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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.
Advisors at this firm
Tonia H
Series 65
Cincinnati, OH
Mench Financial Inc
Tonia Hahn is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with six years of industry experience. She has been with Mench Financial since 2018. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses, employing a combination of fundamental, technical, quantitative, and qualitative analyses to tailor portfolios based on client objectives and risk tolerance.
Thomas M
Series 65
Cincinnati, OH
Mench Financial Inc
Thomas Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 23 years of industry experience. He has been with Mench Financial since 1994. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored and model portfolios aligned with clients’ investment goals.
Andrea M
Series 65
Cincinnati, OH
Mench Financial Inc
Andrea Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 15 years of industry experience. She has been with her current firm since 2008. Mench Financial Inc provides discretionary portfolio management and model portfolio services to a range of clients including individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, cyclical, quantitative, and qualitative analyses to implement sector-enhanced model portfolios, regularly monitoring and rebalancing accounts while providing detailed quarterly performance reports.
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