Hedge Fund Database

MENDEL MONEY MANAGEMENT INC

Adviser information for MENDEL MONEY MANAGEMENT INC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 222 $296.5M
Non-Discretionary 0 $0
Total 222 $296.5M

Clients

Type Number RAUM
Individuals 142 $44.9M
HNW Individuals 73 $244.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $3.1M
Charitable organizations <5 $578,521
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $3.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed feesSUBSCRIPTION FEES FOR FINANCIAL PLANNING

Identifiers

SEC RIA File Number 801-34323
SEC ERA File Number 801-34323
SEC CIK Numbers 1600585
SEC CRD Numbers 105974
Legal Entity Identifier None

Principal Office

1200 SHERMER RD STE 216
NORTHBROOK
IL
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: (847) 564-0970, Fax: (847) 291-9924

Websites

www.mendelmoney.com/ www.facebook.com/mendelmoneymanagement/ www.linkedin.com/company/mendel-money-management/ www.youtube.com/@mendelmoneymanagement6130/featured

Chief Compliance Officer

BRADLEY A. MENDEL
VICE PRESIDENT AND WEALTH ADVISOR
1200 SHERMER RD STE 216
NORTHBROOK
IL
United States
Tel: (847) 564-0970
Fax: (847) 728-8245
(Full email address available in API data)

Regulatory Contact

ELLEN M. BRUNO
COMPLIANCE ADMINISTRATOR
PO BOX 373
ASSONET
MA
United States
Tel: (508) 828-1410 EX. 1
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MENDEL, BARRY, MERGE Individual – PRESIDENT AND CHIEF INVESTMENT OFFICER 03/1989 < 5%
MENDEL, BRADLEY, ADAM Individual – CHIEF COMPLIANCE OFFICER VICE PRESIDENT AND WEALTH ADVISOR 03/2020 > 75%

No. Employees, Historic

10502020202120222023202420253 on 3/29/20203 on 5/22/20203 on 3/12/20213 on 3/12/20213 on 8/12/20213 on 10/26/20213 on 11/4/20214 on 3/21/20224 on 4/5/20224 on 8/10/20224 on 8/22/20226 on 3/16/20236 on 7/6/20236 on 7/24/20236 on 9/28/20236 on 11/30/20236 on 3/20/2024

RAUM, Historic

300M150M0202020212022202320242025173264644 on 3/29/2020173264644 on 5/22/2020205547915 on 3/12/2021205547915 on 3/12/2021205547915 on 8/12/2021205547915 on 10/26/2021205547915 on 11/4/2021238471128 on 3/21/2022238471128 on 4/5/2022238471128 on 8/10/2022238471128 on 8/22/2022263971227 on 3/16/2023263971227 on 7/6/2023263971227 on 7/24/2023263971227 on 9/28/2023263971227 on 11/30/2023296477891 on 3/20/2024

No. Clients, Historic

3001500202020212022202320242025151 on 3/29/2020151 on 5/22/2020155 on 3/12/2021155 on 3/12/2021155 on 8/12/2021155 on 10/26/2021155 on 11/4/2021160 on 3/21/2022160 on 4/5/2022160 on 8/10/2022160 on 8/22/2022203 on 3/16/2023203 on 7/6/2023203 on 7/24/2023203 on 9/28/2023203 on 11/30/2023215 on 3/20/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 784K 8K –
ABBVIE INC COM 2M 13K –
ACCENTURE PLC IRELAND SHS CLASS A 4M 13K –
ADOBE INC COM 459K 827 –
AIR PRODS & CHEMS INC COM 4M 17K –
ALPHABET INC CAP STK CL A 3M 18K –
ALPHABET INC CAP STK CL C 7M 37K –
AMAZON COM INC COM 8M 42K –
AMERICAN ELEC PWR CO INC COM 560K 6K –
AMETEK INC COM 5M 30K –
AMGEN INC COM 1M 5K –
ANGEL OAK FUNDS TRUST INCOME ETF 1M 58K –
ANSYS INC COM 5M 14K –
APPLE INC COM 4M 18K –
ARISTA NETWORKS INC COM 1M 4K –
BANK AMERICA CORP COM 2M 47K –
BECTON DICKINSON & CO COM 509K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 466K 1K –
BRISTOL-MYERS SQUIBB CO COM 453K 11K –
BROADCOM INC COM 2M 1K –
CARRIAGE SVCS INC COM 2M 63K –
CATERPILLAR INC COM 1M 3K –
CHEVRON CORP NEW COM 2M 13K –
CHUBB LIMITED COM 228K 892 –
CISCO SYS INC COM 804K 17K –
COSTCO WHSL CORP NEW COM 938K 1K –
CROWN CASTLE INC COM 3M 34K –
CVS HEALTH CORP COM 1M 18K –
DANAHER CORPORATION COM 6M 22K –
DEERE & CO COM 4M 11K –
DIAMONDBACK ENERGY INC COM 882K 4K –
DIGITAL RLTY TR INC COM 3M 21K –
DISNEY WALT CO COM 3M 28K –
ELI LILLY & CO COM 2M 2K –
ENTERGY CORP NEW COM 517K 5K –
ESSENTIAL UTILS INC COM 337K 9K –
FARMERS & MERCHANTS BANCORP COM 3M 148K –
FEDEX CORP COM 288K 960 –
FMC CORP COM NEW 2M 40K –
FORTINET INC COM 262K 4K –
FORTIVE CORP COM 200K 3K –
GENERAC HLDGS INC COM 354K 3K –
GENERAL DYNAMICS CORP COM 834K 3K –
GENERAL MLS INC COM 206K 3K –
GENUINE PARTS CO COM 594K 4K –
GILEAD SCIENCES INC COM 699K 10K –
GRAINGER W W INC COM 370K 410 –
GXO LOGISTICS INCORPORATED COMMON STOCK 4M 71K –
HOME DEPOT INC COM 1M 3K –
HONEYWELL INTL INC COM 5M 23K –
ILLINOIS TOOL WKS INC COM 726K 3K –
INGREDION INC COM 320K 3K –
INTERNATIONAL BUSINESS MACHS COM 5M 30K –
INTUITIVE SURGICAL INC COM NEW 899K 2K –
ISHARES TR CORE DIV GRWTH 2M 26K –
ISHARES TR MSCI USA MIN VOL 448K 5K –
ISHARES TR MSCI USA MMENTM 419K 2K –
ISHARES TR S&P 500 GRWT ETF 464K 5K –
ISHARES TR S&P 500 VAL ETF 374K 2K –
J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 316K 6K –
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 447K 10K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 405K 8K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 703K 13K –
JANUS DETROIT STR TR HENDERSON MTG 3M 60K –
JANUS DETROIT STR TR HENDRSON AAA CL 2M 37K –
JOHNSON & JOHNSON COM 1M 8K –
JPMORGAN CHASE & CO. COM 2M 9K –
KONTOOR BRANDS INC COM 311K 5K –
L3HARRIS TECHNOLOGIES INC COM 753K 3K –
LINDE PLC SHS 3M 8K –
LITTELFUSE INC COM 3M 13K –
LKQ CORP COM 2M 54K –
LOCKHEED MARTIN CORP COM 4M 8K –
LOWES COS INC COM 5M 22K –
MARVELL TECHNOLOGY INC COM 3M 40K –
MASTERCARD INCORPORATED CL A 1M 2K –
MCDONALDS CORP COM 1M 5K –
MERCK & CO INC COM 1M 8K –
MICROSOFT CORP COM 10M 23K –
NORFOLK SOUTHN CORP COM 510K 2K –
NORTHROP GRUMMAN CORP COM 313K 717 –
NOVO-NORDISK A S ADR 211K 1K –
NUTANIX INC CL A 612K 11K –
NVIDIA CORPORATION COM 416K 3K –
NXP SEMICONDUCTORS N V COM 5M 20K –
PACKAGING CORP AMER COM 817K 4K –
PALO ALTO NETWORKS INC COM 5M 16K –
PARKER-HANNIFIN CORP COM 979K 2K –
PAYCHEX INC COM 489K 4K –
PAYPAL HLDGS INC COM 320K 6K –
PEPSICO INC COM 5M 29K –
PFIZER INC COM 500K 18K –
PNC FINL SVCS GROUP INC COM 786K 5K –
POWERSHARES ACTIVELY MANAGED VAR RATE INVT 317K 13K –
PROLOGIS INC. COM 487K 4K –
PUBLIC SVC ENTERPRISE GRP IN COM 501K 7K –
QUALCOMM INC COM 215K 1K –
RICHARDSON ELECTRS LTD COM 220K 19K –
ROCKWELL AUTOMATION INC COM 732K 3K –
ROPER TECHNOLOGIES INC COM 539K 956 –
RTX CORPORATION COM 1M 10K –
SALESFORCE INC COM 269K 1K –
SEMPRA COM 634K 8K –
SMUCKER J M CO COM NEW 413K 4K –
SOUTHERN CO COM 791K 10K –
SPDR S&P 500 ETF TR TR UNIT 546K 1K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 280K 523 –
STARBUCKS CORP COM 562K 7K –
STRYKER CORPORATION COM 451K 1K –
TARGET CORP COM 775K 5K –
TELEDYNE TECHNOLOGIES INC COM 428K 1K –
THERMO FISHER SCIENTIFIC INC COM 6M 11K –
TRAVELERS COMPANIES INC COM 583K 3K –
TRUIST FINL CORP COM 229K 6K –
UL SOLUTIONS INC CLASS A COM SHS 1M 25K –
ULTA BEAUTY INC COM 274K 711 –
UNION PAC CORP COM 2M 7K –
UNITED PARCEL SERVICE INC CL B 806K 6K –
UNITEDHEALTH GROUP INC COM 2M 3K –
V F CORP COM 183K 14K –
VANECK ETF TRUST MOODYS ANLYT BBB 481K 23K –
VANECK ETF TRUST MRNGSTR WDE MOAT 262K 3K –
VANGUARD INDEX FDS REAL ESTATE ETF 316K 4K –
VERALTO CORP COM SHS 202K 2K –
VERIZON COMMUNICATIONS INC COM 375K 9K –
VISA INC COM CL A 6M 21K –
WASTE MGMT INC DEL COM 595K 3K –
WISDOMTREE TR EM EX ST-OWNED 1M 35K –
WISDOMTREE TR FLOATNG RAT TREA 2M 46K –
WISDOMTREE TR INTL QULTY DIV 641K 17K –
YELP INC CL A 688K 19K –