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Building 2MENDOZA AND ASSOCIATES, INC.

Map pinROCKY HILL, CT
Phone(860) 563-1319
NotebookSEC #801-68082
Total AUM
$42.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 COLD SPRING ROAD
SUITE 114
ROCKY HILL
CT 06067
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(860) 563-1319

ReceiptFinancials

Total AUM
$42.5M
Accounts
220
Discretionary
$33.5M
Accounts
146
Non-Discretionary
$9M
Accounts
74

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN 3RD PARTY MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CTTX

HandshakeAffiliates

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

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