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MENDOTA FINANCIAL GROUP, LLC

Tel: (608) 223-9211
634 West Main Street
Suite 302
Madison, Wisconsin  53703

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MENDOTA FINANCIAL GROUP, LLC

MENDOTA FINANCIAL GROUP, LLC is a Madison, Wisconsin based financial advisory firm with nearly $431,128,690 in assets under management and provides investment advisory services for 1279 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

136294

SEC#:

801-67644

No. of Clients:

1279

Assets under Management

$431,128,690

No. of Advisors:

8

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