Overview
Assets Under Management: $431 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 85
Average Client Assets: $3 million
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