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Mendota Financial Group, LLC

● SEC registered since 2007CRD 136294SEC# 801-67644Madison, WI
Export (members)
Reg. AUM
$254.6M
Employees
5
Accounts
919
Location
Madison, WI

Mendota Financial Group, LLC assets under management

Mendota Financial Group, LLC operates as an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2007. It reports $254.6 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/dan-greschView on SEC.gov ↗

Mendota Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Arthur Gresch ControlMember50-75%2005
Kurt Mathias Ahrens ControlChief Compliance Officer50-75%2005

Frequently asked questions

How much does Mendota Financial Group, LLC manage?

Mendota Financial Group, LLC reports $254.6 million in regulatory assets under management on its Form ADV.

How many employees does Mendota Financial Group, LLC have?

Mendota Financial Group, LLC reports 5 employees.

Where is Mendota Financial Group, LLC located?

Mendota Financial Group, LLC is based in Madison, WI and has been SEC-registered since 2007.

Does Mendota Financial Group, LLC disclose fund performance?

Mendota Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address634 West Main Street, Suite 302, Madison, WI 53703
Phone(608) 223-9211
Fax(608) 299-9982
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$249.5M
Non-discretionary$5.1M
Total (RAUM)$254.6M