Mende Financial Council, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 335136
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.32%
- Individuals4.68%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mende Financial Council, Inc. is an independent, individually owned registered investment adviser that serves individual and family clients. The firm bills on a percentage-of-AUM basis and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. FINTRX flags the firm as a capital allocator, indicating it can deploy client capital to third-party managers, though the record does not list named alternative managers. Mende Financial Council is not identified as an active ESG investor, is not multi-state, and is not a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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