← Directory
MENDEL MONEY MANAGEMENT INC
CRD 105974File 801-34323
APPROVED
Retail clients
Filing as of Sep 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$317.1M
Below cohort median (national)
Discretionary AUM
$317.1M
Clients
211
631 accounts
Employees
7
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 24, 1989
- Principal office
- 1200 SHERMER RD STE 216, NORTHBROOK, IL, 60062
- Phone
- (847) 564-0970
- Website
- https://www.mendelmoney.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $317.1M
- Discretionary AUM
- $317.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 631
- Non-discretionary accounts
- 0
- Total accounts
- 631
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.3M |
| Charitable organizations | Fewer than 5 | $501K |
| High net worth individuals | 76 | $263.1M |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 135 | $48.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SUBSCRIPTION FEES FOR FINANCIAL PLANNING
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 218 | 211 | decreased by7 |
| Apr 1, 2026 | AUM | $301,133,763 | $317,088,290 | increased by$15,954,527 |
| Apr 1, 2026 | Accounts | 222 | 631 | increased by409 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 7 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 160 | 218 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $238,471,128 | $301,133,763 | increased by$62,662,635 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 169 | 222 | increased by53 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 155 | 160 | increased by5 |
| Apr 1, 2022 | AUM | $205,547,915 | $238,471,128 | increased by$32,923,213 |
| Apr 1, 2022 | Accounts | 166 | 169 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MENDEL MONEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MENDEL MONEY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.