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Barry Merge Mendel

MENDEL MONEY MANAGEMENT INC·NORTHBROOK, Illinois
Clean record28 years registeredMENDEL MONEY MANAGEMENT INC
1200 SHERMER RD STE 216, NORTHBROOK, IL 60062CRD# 4366144Firm CRD# 105974

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barry Merge Mendel · NORTHBROOK, IL
Registration
CRD #4366144 · MENDEL MONEY MANAGEMENT INC · 28 years registered
Brand Profile
Not yet started
01

Career History

MENDEL MONEY MANAGEMENT INC
Oct 1997 – present
02

Registrations & Exams

Registration record
First registered · October 10, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MENDEL MONEY MANAGEMENT INC
CRD 105974 · SEC 801-34323
AUM
$296M
Regulatory assets under management
Employees
6
222 client accounts
Services offered by MENDEL MONEY MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MENDEL MONEY MANAGEMENT INC →
Introduction

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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 at MENDEL MONEY MANAGEMENT INC

Bradley Adam Mendel
NORTHBROOK, IL

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