Mendel Money Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Northbrook, IL. Its latest Form ADV filing, dated March 10, 2026, reports $317M in regulatory assets under management, 7 employees, 1 office, and 631 accounts.
Assets Under Management
$317M
Employees
7
Offices
1 office
Total Clients
211
Primary office
NORTHBROOK, IL
1200 SHERMER RD STE 216, NORTHBROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.0% of total clients.
Top client categories% of clientsClients
1
Individuals
64.0%
135
2
HNWI
36.0%
76
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$317Mas of March 10, 2026
Discretionary100.0%
$317M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$317M
Total Accounts631
10Y AUM Change+$174M (+120.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee30:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.