MENDEL MONEY MANAGEMENT INC

1200 Shermer Rd Ste 216
Northbrook, Illinois 60062
Tel: (847) 564-0970

About MENDEL MONEY MANAGEMENT INC

MENDEL MONEY MANAGEMENT INC, formally registered with the SEC as MENDEL MONEY MANAGEMENT INC. The firm was established in 04/24/1989. They have over 2 offices throughout the country.

MENDEL MONEY MANAGEMENT INC is a Northbrook, Illinois based Financial Planning firm with nearly $301,133,763 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105974
SEC#	801-34323
Assets Managed by Firm	$301,133,763
No. of Clients	222
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	222	$301,133,763
Individuals (other than high net worth individuals)	138	$43,274,397
High net worth individuals	80	$252,395,542
Pension and profit sharing plans	Fewer than 5 clients	$878,200
Charitable organizations	Fewer than 5 clients	$541,308
Corporations or other businesses	Fewer than 5 clients	$4,044,316

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