MENDOTA FINANCIAL GROUP, LLC
  • MENDOTA FINANCIAL GROUP, LLC

Adviser Profile

As of Date 03/03/2026
Registration SEC, Approved, 03/13/2007
Other registrations (3)
ADV Location MADISON, WI, United States
Contact Info (60 xxxxxxx
Websites
AUM* 254,196,000 -41%
of that, discretionary 249,454,700 -41%
Number of Employees 5 -38%
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 288,531 -14%
% High Net Worth 45.29% -17%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

421M 361M 301M 241M 180M 120M 60M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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