Mendota Financial Group, LLC
● SEC registered since 2007CRD 136294SEC# 801-67644Madison, WI
Reg. AUM
$254.2M
Employees
5
Accounts
881
Location
Madison, WI
Mendota Financial Group, LLC assets under management
Mendota Financial Group, LLC operates as an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2007. It reports $254.2 million in regulatory assets under management and employs 5 people.
Mendota Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Arthur Gresch Control | Member | 50-75% | 2005 |
| Kurt Mathias Ahrens Control | Chief Compliance Officer | 50-75% | 2005 |
Frequently asked questions
How much does Mendota Financial Group, LLC manage?
Mendota Financial Group, LLC reports $254.2 million in regulatory assets under management on its Form ADV.
How many employees does Mendota Financial Group, LLC have?
Mendota Financial Group, LLC reports 5 employees.
Where is Mendota Financial Group, LLC located?
Mendota Financial Group, LLC is based in Madison, WI and has been SEC-registered since 2007.
Does Mendota Financial Group, LLC disclose fund performance?
Mendota Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 634 West Main Street, Suite 302, Madison, WI 53703 |
| Phone | (608) 223-9211 |
| Fax | (608) 299-9982 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$254.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$254.2Mregulatory AUM
Discretionary $249.5MNon-discretionary $4.7M