Overview
Assets Under Management: $431 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 85
Average Client Assets: $3 million
Frequently Asked Questions
MENDOTA FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136294), MENDOTA FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
MENDOTA FINANCIAL GROUP, LLC is headquartered in MADISON, WI.
MENDOTA FINANCIAL GROUP, LLC serves 85 high-net-worth clients according to their SEC filing dated February 28, 2024. View client details ↓
According to their SEC Form ADV, MENDOTA FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MENDOTA FINANCIAL GROUP, LLC manages $431 million in client assets according to their SEC filing dated February 28, 2024.
According to their SEC Form ADV, MENDOTA FINANCIAL GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.41
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,279
Discretionary Accounts: 1,056
Non-Discretionary Accounts: 223
Regulatory Filings
CRD Number: 136294
Last Filing Date: 2024-02-28 00:00:00
Website: https://mendotafinancial.com