Mendel Money Management Inc
● SEC registered since 1989CRD 105974SEC# 801-34323Northbrook, IL
Reg. AUM
$317.1M
Employees
7
Accounts
631
Location
Northbrook, IL
Mendel Money Management Inc assets under management
Mendel Money Management Inc operates as an SEC-registered investment adviser based in Northbrook, IL. The firm has been registered since 1989. It reports $317.1 million in regulatory assets under management and employs 7 people.
Mendel Money Management Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Merge Mendel Control | President And Chief Investment Officer | Under 5% | 1989 |
| Bradley Adam Mendel Control | Chief Compliance Officer Vice President And Wealth Advisor | Over 75% | 2020 |
Frequently asked questions
How much does Mendel Money Management Inc manage?
Mendel Money Management Inc reports $317.1 million in regulatory assets under management on its Form ADV.
How many employees does Mendel Money Management Inc have?
Mendel Money Management Inc reports 7 employees.
Where is Mendel Money Management Inc located?
Mendel Money Management Inc is based in Northbrook, IL and has been SEC-registered since 1989.
Does Mendel Money Management Inc disclose fund performance?
Mendel Money Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Shermer Rd Ste 216, Northbrook, IL 60062 |
| Phone | (847) 564-0970 |
| Fax | (847) 728-8245 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1600585 |
| Discloses disciplinary history | No |
Regulatory AUM
$317.1M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$317.1Mregulatory AUM
Discretionary $317.1M