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Mendel Money Management Inc

● SEC registered since 1989CRD 105974SEC# 801-34323Northbrook, IL
Export (members)
Reg. AUM
$301.1M
Employees
7
Accounts
222
Location
Northbrook, IL

Mendel Money Management Inc assets under management

Mendel Money Management Inc operates as an SEC-registered investment adviser based in Northbrook, IL. The firm has been registered since 1989. It reports $301.1 million in regulatory assets under management and employs 7 people.

Mendel Money Management Inc owners & executives

2 reported
NameTitleOwnershipSince
Barry Merge Mendel ControlPresident And Chief Investment OfficerUnder 5%1989
Bradley Adam Mendel ControlChief Compliance Officer Vice President And Wealth AdvisorOver 75%2020

Frequently asked questions

How much does Mendel Money Management Inc manage?

Mendel Money Management Inc reports $301.1 million in regulatory assets under management on its Form ADV.

How many employees does Mendel Money Management Inc have?

Mendel Money Management Inc reports 7 employees.

Where is Mendel Money Management Inc located?

Mendel Money Management Inc is based in Northbrook, IL and has been SEC-registered since 1989.

Does Mendel Money Management Inc disclose fund performance?

Mendel Money Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1200 Shermer Rd Ste 216, Northbrook, IL 60062
Phone(847) 564-0970
Fax(847) 728-8245
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1600585
Discloses disciplinary historyNo

Assets under management

Discretionary$301.1M
Non-discretionary$0
Total (RAUM)$301.1M