LIMERICK FINANCIAL GROUP, LLC

Overview

Limerick Financial Group, LLC is an independent, owner-operated registered investment adviser focused on individuals and families. The firm provides a mix of financial planning and discretionary portfolio management for individuals and small businesses, plus pension consulting and the selection of other advisers. Its fee model is flexible — blending percentage-of-AUM billing with hourly and fixed-fee arrangements — which supports both ongoing asset management relationships and project-based planning work. Investment activity centers on public pooled vehicles, with an emphasis on mutual funds and similar public funds. The firm identifies as an active ESG investor and acts as a capital allocator when it selects external managers or model portfolios for client accounts. That positioning suggests Limerick balances in-house portfolio construction with third-party manager allocations, and it can tailor engagement levels to client needs through fee-for-service planning and advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices