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John Alfonso Mendez

MONDEUM WEALTH ADVISORS, LLC·MIAMI, Florida
Unclaimed Profile
999 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2185151Firm CRD# 309588
01

About

John Alfonso Mendez is a registered financial advisor based in MIAMI, Florida, affiliated with MONDEUM WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONDEUM WEALTH ADVISORS, LLC
MONDEUM WEALTH
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MONDEUM WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2185151
Firm CRD# 309588
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Alfonso Mendez offer?
John Alfonso Mendez specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are John Alfonso Mendez's credentials?
John Alfonso Mendez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Alfonso Mendez located?
John Alfonso Mendez is based in MIAMI, Florida, working with MONDEUM WEALTH ADVISORS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does John Alfonso Mendez charge for services?
John Alfonso Mendez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONDEUM WEALTH ADVISORS, LLC?
MONDEUM WEALTH ADVISORS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONDEUM WEALTH ADVISORS, LLC

Michael James Milani
MIAMI, FL
Duke Esmond Ezekiel Pollard
MIAMI, FL
John Chandler Clifford
MIAMI, FL
Preston William Haxo
MIAMI, FL

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