LIMERICK FINANCIAL GROUP, LLC

LIMERICK FINANCIAL GROUP, LLC of LIMERICK, PA is an SEC-registered investment adviser (CRD 141128). Regulatory assets under management: $64.8M.

Registration

• CRD: 141128
• Type: Registered investment adviser
• Location: 675 NORTH LEWIS ROAD, LIMERICK, PA, 19468
• Phone: 610-495-7911
• Latest filing: 2026-03-23
• Regulatory AUM: $64.8M
• Discretionary AUM: $64.8M
• Clients: 3
• Accounts: 247

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141128 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search