MENDOTA FINANCIAL GROUP, LLC - Financial Advisor in Wisconsin, Madison

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

About 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

Firm CRD#:

136294

Firm SEC#:

801-67644

Assets Under Management:

$431,128,690

No. of Clients:

1279

No. of Advisors:

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

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