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Barry Merge Mendel

MENDEL MONEY MANAGEMENT INC·NORTHBROOK, Illinois
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1200 SHERMER RD STE 216, NORTHBROOK, IL 60062CRD# 4366144Firm CRD# 105974
01

About

Barry Merge Mendel is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with MENDEL MONEY MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MENDEL MONEY MANAGEMENT INC
MENDEL MONEY MANAGEMENT INC
AUM
$296M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MENDEL MONEY MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUBSCRIPTION FEES FOR FINANCIAL PLANNING
Regulatory
SEC/IARD CRD# 4366144
Firm CRD# 105974
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry Merge Mendel offer?
Barry Merge Mendel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Barry Merge Mendel's credentials?
Barry Merge Mendel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Merge Mendel located?
Barry Merge Mendel is based in NORTHBROOK, Illinois, working with MENDEL MONEY MANAGEMENT INC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Barry Merge Mendel charge for services?
Barry Merge Mendel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subscription fees for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MENDEL MONEY MANAGEMENT INC?
MENDEL MONEY MANAGEMENT INC has approximately 6 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTHBROOK
John Frederick Burnside — FREEBOARD CAPITAL, LLCSteven Emil Shebik — ALLSTATE INVESTMENT MANAGEMENT COMPANYBradley Adam Mendel — MENDEL MONEY MANAGEMENT INCJohn Patrick Mcgrath — SHERIDAN ROAD ADVISORS, LLCRobert Alan Treleven — FREEBOARD CAPITAL, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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