THE MENARD FINANCIAL GROUP, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 299404). Regulatory assets under management: $335.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| David Russell Millar | CCO | — |
| David Wayne Menard | CEO | — |
| Lee Ann Menard | CFO | — |
| MENARD DAVID WAYNE | CEO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| MENARD LEE ANN | CHIEF COMPLIANCE OFFICER / CFO | — |