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).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Limerick Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles E. Falco
CRD#: 1388119
675 North Lewis Road, Limerick, PA 19468

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
675 North Lewis Road, Limerick, PA 19468

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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