MENDOTA FINANCIAL GROUP, LLC
Madison, Wisconsin
Mendota Financial Group, Llc has 6 total employees with 4 of them providing investment advisory services. They average approximately $16,790,000 in assets under management per investment advisor. Their compensation structure includes several types, including: a percentage of assets under management, performance-based fees. Mendota Financial Group, Llc has over 110 individual clients with over $326,347,000 in assets under management. The majority of the assets managed are for high networth individuals.While 401K and individual accounts represent less than 30% of their assets under management, they do have capability to manage employe...
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Assets Under Mgmt

$326.35M

Investment Professionals

4

Locations

0

% 401K & Individual

11%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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