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| Happy Holidays!! thanks for using AUM13F!! |
| Mendel Money Management Inc
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| CRD # | 105974 |
| SEC # | 801-34323 |
| CIK # | 0001600585 |
| AUM | $301.1 M (2025-04-17) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 847-564-0970 |
| Address | 1200 Shermer Rd Ste 216 Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001600585 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.7 | ||
| Amazon Com Inc | 8.6 | ||
| VISA Inc | 6.7 | ||
| International Business Machines Corp | 6.5 | ||
| Alphabet Inc | 5.7 | ||
| Palo Alto Networks Inc | 5.3 | ||
| Ametek INC/ | 4.9 | ||
| Linde PLC | 4.9 | ||
| Deere & Co | 4.8 | ||
| Thermo Fisher Scientific Inc | 4.6 | ||
| Danaher Corp /DE/ | 4.6 | ||
| Lowes Companies Inc | 4.4 | ||
| United Technologies Corp /DE/ | 4.4 | ||
| NXP Semiconductors NV | 4.4 | ||
| GE Vernova Inc | 4.3 | ||
| Marvell Technology Inc | 4.0 | ||
| Broadcom Inc | 3.7 | ||
| Accenture PLC | 3.7 | ||
| PepsiCo Inc | 3.7 | ||
| Apple Inc | 3.6 | ||
| Farmers & Merchants Bancorp Inc | 3.5 | ||
| Workday Inc | 3.5 | ||
| Alphabet Inc | 3.3 | ||
| UL Solutions Inc | 3.1 | ||
| Uber Technologies Inc | 3.0 | ||
| Digital Realty Trust Inc | 2.9 | ||
| Littelfuse Inc /DE | 2.9 | ||
| Keysight Technologies Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 43.3 |
| (b) Individuals (high net worth individuals) | 80 | 252.4 |
| (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 | 0.9 |
| (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 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 301.1 |
| By Discretionary | ||
| Discretionary | 222 | 301.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 222 | 301.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 300.7 | |
| Total | 222 | 301.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001600585] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Old Bridge Capital Management Private Limited
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|
0.3 | |
|
Clay Northam Wealth Management LLC
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|
CA | 0.3 |
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Green Ridge Wealth Planning LLC
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NJ | 0.3 |
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USA Financial Securities LLC
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MI | 0.3 |
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Fai Advisors Inc
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MI | 0.3 |
|
Hamilton Capital Partners LLC
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GA | 0.3 |
|
Seros Financial LLC
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AZ | 0.3 |
|
Freedom Financial Partners LLC
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|
MN | 0.3 |
|
Prosperity Advisers LLC
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|
PA | 0.3 |
|
UP Strategic Wealth Investment Advisors LLC
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|
PA | 0.3 |