Mendel Money Management Inc
Firm details
- Headquarters
- Northbrook, Illinois
- CRD number
- 105974
- Registered since
- April 24, 1989
- Website
- www.mendelmoney.com
- Custodians
- CHARLES SCHWAB & CO., INC., WILLIAM BLAIR
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI82.96%
- Individuals15.15%
- Corporations / Businesses1.36%
- Pension & Profit Sharing Plans0.36%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mendel Money Management Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 1989. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and business or institutional accounts. Fee arrangements are flexible and include asset-based fees, hourly billing, fixed fees and other structures. Mendel Money Management does not identify as an active ESG investor and is not set up as a multi-state adviser or capital allocator.
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 Equities79%
- Investment Grade Corp Bonds17%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$49.9M in ETFs
38%
$18.8M
45%
$31.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF (XONE) | BondBloxx | Passive | Short Government | $4.5M | 92,243 | 9.09% |
Location
Northbrook, IL
Cook
Location
Northbrook, IL
Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1200 Shermer Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Hilco Investment Advisors, LLC
RIANorthbrook, IL
Oak Wealth Advisors LLC
RIANorthbrook, IL
Main Street Investment Advisors, LLC
RIANorthbrook, IL
Iron Financial LLC
RIANorthbrook, IL
Trigran Investments, Inc.
RIANorthbrook, IL
Boon Capital Advisors LLC
RIANorthbrook, IL