MAYNERICH FINANCIAL

Overview

Maynerich Financial operates as an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm markets itself to individual and family clients, offering fee-based financial planning and portfolio management alongside selection-of-other-advisers services. Its stated fee arrangements combine a percentage-of-AUM billing with hourly charges, reflecting a mix of ongoing advisory relationships and project work. Investment activity is tilted toward public equities, with a clear preference for exchange-traded instruments. The firm acts as a capital allocator, using third-party managers where appropriate and incorporating pension consulting and adviser-selection work into client solutions. Maynerich Financial is not positioned as an active ESG investor and does not describe a multi-state adviser footprint beyond its office network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices