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| Mendel Money Management Inc
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| CRD # | 105974 |
| SEC # | 801-34323 |
| CIK # | 0001600585 |
| AUM | 317.1 M (2026-03-10) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 847-564-0970 |
| Address | 1200 Shermer Rd Ste 216 Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.3 | ||
| Amazon Com Inc | 8.1 | ||
| Alphabet Inc | 6.9 | ||
| Thermo Fisher Scientific Inc | 6.0 | ||
| United Technologies Corp /DE/ | 5.8 | ||
| Linde PLC | 5.7 | ||
| Ametek INC/ | 5.7 | ||
| GE Vernova Inc | 5.7 | ||
| Visa Inc | 5.7 | ||
| Palo Alto Networks Inc | 5.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 48.0 |
| (b) Individuals (high net worth individuals) | 76 | 263.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 631 | 317.1 |
| By Discretionary | ||
| Discretionary | 631 | 317.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 631 | 317.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 313.3 | |
| Total | 631 | 317.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001600585] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 (2 non-US) |
| Serves | Institutional, Retail |
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|
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