MENDOTA FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$254,196,000
Discretionary
$249,454,700
Non-discretionary
$4,741,300
Firm details
- CRD number
- 136294
- SEC file number
- 801-67644
- Main office
- MADISON, WI, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.