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| Mendota Financial Group LLC
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|---|---|
| CRD # | 136294 |
| SEC # | 801-67644 |
| CIK # | 0001964538 |
| AUM | 254.2 M (2026-03-03) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 608-223-9211 |
| Address | 634 West Main Street Madison, WI 53703 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001964538 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Loews Corp | 0.6 | ||
| Sprott Physical Silver Trust | 0.3 | ||
| Sprott Physical Gold Trust | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 34.5 |
| (b) Individuals (high net worth individuals) | 77 | 212.9 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 6.9 |
| (n) Other | 0 | 0.0 |
| Total | 881 | 254.2 |
| By Discretionary | ||
| Discretionary | 809 | 249.5 |
| Non-Discretionary | 72 | 4.7 |
| Total | 881 | 254.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 253.3 | |
| Total | 881 | 254.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964538] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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