Dakota
Dakota
Book a Demo
Talk to an Expert

Mendel Money Management, Inc.

EST. AUM
$317,088,290

CONTACTS

CLIENT ACCOUNTS
631

Firm Details

Metro area Chicago
CRD Number 105974
Website mendelmoney.com
Client types

Overview

Mendel Money Management is a family-owned registered investment advisory firm based in Northbrook, Illinois, with over 35 years of experience serving individuals, families, and businesses. The firm provides personalized wealth management and financial planning through long-term client relationships, operating with a commitment to integrity and client financial well-being. Mendel Money Management serves clients experiencing major life events, those seeking planning beyond portfolio management, and those looking for a trusted long-term financial partner.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy