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, privately owned registered investment adviser organized as a corporation and SEC-registered since 1989. The firm serves individual and family clients, providing financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its fee model includes percentage-of-AUM billing alongside hourly, fixed-fee, and other arrangements. Mendel does not report itself as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1BARRY MENDEL
President, Chief Investment OfficerCRD 4366144
Contacts
3 of 3ALEXANDER WASIUNEC
Wealth Management AssociateCRD 7772948
BRADLEY MENDEL
Wealth AdvisorCRD 6894292
MARK BURKA
Wealth AdvisorCRD 1736769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$36.4M in ETFs
36%
$13.1M
48%
$23.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS DEFINED RISK ETF (DRSK) | Aptus Capital Advisors | Active | Short Term Bond | $3.5M | 129,870 | 9.74% |
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
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