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MENDEL MONEY MANAGEMENT INC

CRD 105974 · SEC 801-34323

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1200 SHERMER RD STE 216, NORTHBROOK, IL, 60062, United States

Phone

(847) 564-0970

Fax

(847) 728-8245

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$317.1M

Discretionary AUM

$317.1M

Team

7 total employees; 4 advisory reps; 4 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION FEES FOR FINANCIAL PLANNING

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals135$48.0M
High net worth individuals76$263.1M

States served

CA, IL, LA, MA, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD