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MENDON CAPITAL ADVISORS CORP
Ocean Reef Plaza Executive Center
31 Ocean Reef Drive, Suite C101 #249
Key Largo, Florida 33037
Tel: 585-770-1770
About MENDON CAPITAL ADVISORS CORP
MENDON CAPITAL ADVISORS CORP, formally registered with the SEC as MENDON CAPITAL ADVISORS CORP. The firm was established in 05/14/1999. They have over 1 offices throughout the country.
MENDON CAPITAL ADVISORS CORP is a Key Largo, Florida based Financial Planning firm with nearly $218,414,159 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113058 |
| SEC# | 801-56497 |
| Assets Managed by Firm | $218,414,159 |
| No. of Clients | 3 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (SECURITY SELECTION AND CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $218,414,159 |
| Other investment advisers | 1 | $9,729,022 |
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