Mendel Money Management Inc

RIASEC RegisteredEst. 1989

Total AUM

$317M

Discretionary

$317M

100% of AUM

Avg account

$503K

Accounts

631

Employees

Advisory reps

Firm details

Headquarters: Northbrook, Illinois
CRD number: 105974
Registered since: April 24, 1989
Website: www.mendelmoney.com
Custodians: CHARLES SCHWAB & CO., INC., WILLIAM BLAIR
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI82.96%
Individuals15.15%
Corporations / Businesses1.36%
Pension & Profit Sharing Plans0.36%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mendel Money Management Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1989. The firm focuses on fee-for-service wealth management for individuals and families, offering a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. Its advisory services emphasize financial planning and discretionary portfolio management for individual and small-business clients, and it also manages portfolios for businesses or institutions. The firm reports it is not a multi-state adviser and does not position itself as a capital allocator; it does not integrate ESG screening into its process. Ownership is individual-level, and the business model centers on direct advisory relationships rather than operating external funds.