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Building 2MENDEL MONEY MANAGEMENT INC

Map pinNORTHBROOK, IL
Phone(847) 564-0970
NotebookSEC #801-34323
Total AUM
$317.1M
Employees
7
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 SHERMER RD STE 216
NORTHBROOK
IL 60062
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(847) 564-0970
Other Offices
1

ReceiptFinancials

Total AUM
$317.1M
Accounts
631
Discretionary
$317.1M
Accounts
631
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
135
AUM
$48M
HNW Individual Clients
76
AUM
$263.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$500.7K
Corporation or Business Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEES FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMANHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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