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Home > Retirement Planners > wisconsin > madison > MENDOTA FINANCIAL GROUP, LLC
MENDOTA FINANCIAL GROUP, LLC
634 West Main Street
Suite 302
Madison, Wisconsin 53703
Tel: (608) 223-9211
About MENDOTA FINANCIAL GROUP, LLC
MENDOTA FINANCIAL GROUP, LLC, formally registered with the SEC as MENDOTA FINANCIAL GROUP, LLC. The firm was established in 03/13/2007. They have over 1 offices throughout the country.
MENDOTA FINANCIAL GROUP, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $431,128,690 assets under management, offering retirement planning & investment advisory services to 1279 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136294 |
| SEC# | 801-67644 |
| Assets Managed by Firm | $431,128,690 |
| No. of Clients | 1279 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1279 | $431,128,690 |
| Individuals (other than high net worth individuals) | 110 | $32,623,816 |
| High net worth individuals | 137 | $394,305,760 |
| Corporations or other businesses | Fewer than 5 clients | $4,199,114 |
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