Limerick Financial Group, LLC
Limerick Financial Group, LLC (CRD# 141128) is a financial advisory firm headquartered in Limerick, PA. They manage $58,722,460 in 230 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management59MILLION
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$255,315
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Limerick Financial Group, LLC
1
Charles Falco (CRD# 1388119) is an Investment Advisor Representative working at Limerick Financial Group, LLC in Limerick, PA and has over 37 years of experience in the finance industry.
2
Ceida Branca (CRD# 7268547) is an Investment Advisor Representative working at Limerick Financial Group, LLC in Limerick, PA and has over 2 years of experience in the finance industry.
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