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Building 2MENDOTA FINANCIAL GROUP, LLC

Map pinMADISON, WI
Phone(608) 223-9211
NotebookSEC #801-67644
Total AUM
$254.2M
Employees
5
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
634 WEST MAIN STREET
SUITE 302
MADISON
WI 53703
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(608) 223-9211

ReceiptFinancials

Total AUM
$254.2M
Accounts
881
Discretionary
$249.5M
Accounts
809
Non-Discretionary
$4.7M
Accounts
72

ContactClients

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Individual Clients
89
AUM
$34.5M
HNW Individual Clients
77
AUM
$212.9M
Corporation or Business Clients
1
AUM
$6.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIAILLAMIMNTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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