← Back to searchVisit website
MENDOTA FINANCIAL GROUP, LLC
CRD 136294 · SEC 801-67644
634 WEST MAIN STREET, SUITE 302, MADISON, WI, 53703, United States
Phone
(608) 223-9211
Fax
(608) 299-9982
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.2M
Discretionary AUM
$249.5M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $34.5M |
| High net worth individuals | 77 | $212.9M |
States served
CA, IL, IA, LA, MI, MN, WI, TX
All web addresses on file
Official SEC filing: View on IAPD