MENDEL MONEY MANAGEMENT

https://www.mendelmoney.com/ NORTHBROOK, IL Investment Advisor How do I update this listing?

Mendel Money Management is based out of Northbrook. Mendel Money Management is a large advisory firm with 151 clients and discretionary assets under management (AUM) of $173,264,644 (Form ADV from 2020-05-22). Their last reported 13F filing for Q2 2020 included $113,589,000 in managed 13F securities and a top 10 holdings concentration of 47.13%. Mendel Money Management's largest holding is Microsoft Corp. with shares held of 36,079. Whalewisdom has at least 10 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2020

Top Sells

  • Name% Change

06/30/2020

13F Activity

  • Market Value $113.589 Million
  • Prior Market Value $115.564 Million
  • New Purchases56 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 47.13 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 7.35%
Performance Last 4 Quarters: 23.84%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MENDEL MONEY MANAGEMENT INC
1200 SHERMER RD STE 312
NORTHBROOK IL    60062
Country: United States

Business Phone: 847-564-0970
Fax: 847-291-9924
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IL
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 151
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

MENDEL MONEY MANAGEMENT INC

ownership team - last updated 2020-05-22
Name Title Start Date Direct/Indirect % Ownership
MENDEL, BARRY, M PRESIDENT AND CHIEF COMPLIANCE OFFICER 03/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
MENDEL MONEY MANAGEMENT INC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1989-03-01
MENDEL MONEY MANAGEMENT INC PRESIDENT direct 1989-03-01 2005-01-11
Mendel, Bradley, A VICE PRESIDENT AND WEALTH ADVISOR 03/01/2020 Direct 75% or more
Fund Name Position direct/indirect start date end date
MENDEL MONEY MANAGEMENT INC VICE PRESIDENT AND WEALTH ADVISOR direct 2020-03-01

MENDEL MONEY MANAGEMENT INC

ownership team - last updated 2020-03-29
Name Title Start Date Direct/Indirect % Ownership

MENDEL MONEY MANAGEMENT INC

ownership team - last updated 2019-03-20
Name Title Start Date Direct/Indirect % Ownership
MENDEL, BARRY, M PRESIDENT & CHIEF COMPLIANCE OFFICER 03/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
MENDEL MONEY MANAGEMENT INC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1989-03-01
MENDEL MONEY MANAGEMENT INC PRESIDENT direct 1989-03-01 2005-01-11

MENDEL MONEY MANAGEMENT INC

ownership team - last updated 2017-05-01
Name Title Start Date Direct/Indirect % Ownership
MENDEL, BARRY, M PRESIDENT & CHIEF COMPLIANCE OFFICER 03/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
MENDEL MONEY MANAGEMENT INC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1989-03-01
MENDEL MONEY MANAGEMENT INC PRESIDENT direct 1989-03-01 2005-01-11

Elevate your investments