Mendel Money Management Inc

RIASEC RegisteredEst. 1989

Total AUM

$317M

Discretionary

$317M

100% of AUM

Avg account

$503K

Accounts

631

Employees

Advisory reps

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

FINTRX

Overview

Mendel Money Management Inc. is an independent, corporation-structured RIA that has been SEC-registered since 1989 and is owned by an individual. The firm focuses on private wealth work for individuals and families, providing financial planning and portfolio management for both personal and small-business or institutional clients. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed fees. Mendel is not positioned as a capital allocator or pension consultant and does not describe itself as an active ESG investor. The firm’s stated advisory activities center on traditional wealth-management services: financial planning and discretionary portfolio management for individual and business clients. Its asset preference is equity-oriented, with a clear tilt toward exchange-traded equities as the primary instrument set.