RIA Intel›Advisers›Pennsylvania›LIMERICK FINANCIAL GROUP, LLC

LIMERICK FINANCIAL GROUP, LLC

Advisory

LIMERICK, PA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in PA

#983

of 1,528 advisers by AUM

Average account

$262K

across 247 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients81

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

81 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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