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Mendota Financial Group, LLC
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Overview Share
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Madison, Wisconsin
$229.2 million AUM
1 office

Mendota Financial Group, LLC is based in Madison, Wisconsin and has $229.2 million in assets under management.

Location
634 West Main Street
Suite 302
Madison, WI 53703
$229.2 million
AUM
4
Employees
AUM Share
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$229,214,102
Assets under management
982 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 116 $43,799,791 19% $377,584
High net worth individuals 74 $185,244,222 81% $2,503,300
Other corporations or businesses Fewer than 5 clients $170,089
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$229,214,102
Assets under management
$57,303,526
AUM per employee
$57,303,526
AUM per investment analyst
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Compensation

Mendota Financial Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Mendota Financial Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 136,294
SEC number 801-67644
Legal structure Limited Liability Company
Legal governance Wisconsin, United States
Latest ADV filing date May 15, 2020

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