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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 $$339,124,911 in assets under management and provides investment advisory services for 1132 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

136294

SEC#:

801-67644

No. of Clients:

1132

Assets under Management

$339,124,911

No. of Advisors:

6

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