MENDEL MONEY MANAGEMENT INC
CRD #105974 SEC #801-34323 NORTHBROOK, IL (847) 564-0970
SEC Registered
Total AUM
$301.1M
Discretionary
$301.1M
Employees
7
Clients
101
Accounts
222
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $301.1M | $301.1M | $0 | 7 | 0 |
| Apr 2025 | $301.1M | $301.1M | $0 | 7 | 0 |
| Feb 2025 | $301.1M | $301.1M | $0 | 7 | 0 |
| Mar 2024 | $296.5M | $296.5M | $0 | 6 | 0 |
| Nov 2023 | $264M | $264M | $0 | 6 | 0 |
| Sep 2023 | $264M | $264M | $0 | 6 | 0 |
| Jul 2023 | $264M | $264M | $0 | 6 | 0 |
| Jul 2023 | $264M | $264M | $0 | 6 | 0 |
| Mar 2023 | $264M | $264M | $0 | 6 | 0 |
| Aug 2022 | $238.5M | $238.5M | $0 | 4 | 0 |
| Aug 2022 | $238.5M | $238.5M | $0 | 4 | 0 |
| Apr 2022 | $238.5M | $238.5M | $0 | 4 | 0 |
| Mar 2022 | $238.5M | $238.5M | $0 | 4 | 0 |
| Nov 2021 | $205.5M | $205.5M | $0 | 3 | 0 |
| Oct 2021 | $205.5M | $205.5M | $0 | 3 | 0 |
| Aug 2021 | $205.5M | $205.5M | $0 | 3 | 0 |
| Mar 2021 | $205.5M | $205.5M | $0 | 3 | 0 |
| May 2020 | $173.3M | $173.3M | $0 | 3 | 0 |
| Mar 2020 | $173.3M | $173.3M | $0 | 3 | 0 |
| Mar 2019 | $141.6M | $141.6M | $0 | 3 | 156 |
| Mar 2018 | $155.8M | $155.8M | $0 | 3 | 153 |
| May 2017 | $143.5M | $143.5M | $0 | 3 | 137 |
| Oct 2016 | $145.9M | $145.9M | $0 | 3 | 148 |
| Aug 2016 | $145.9M | $145.9M | $0 | 3 | 148 |
| Mar 2016 | $145.9M | $145.9M | $0 | 3 | 148 |
| Apr 2015 | $151.8M | $145.4M | $6.3M | 3 | 134 |
| Mar 2015 | $151.8M | $145.4M | $6.3M | 3 | 134 |
| Feb 2014 | $140.4M | $134.1M | $6.3M | 3 | 131 |
| Feb 2013 | $115.7M | $109.6M | $6.2M | 2 | 135 |
| Feb 2013 | $115.7M | $109.6M | $6.2M | 2 | 135 |
| Mar 2012 | $110.1M | $104.2M | $5.9M | 1 | 122 |
| Feb 2012 | $110.1M | $104.2M | $5.9M | 1 | 122 |
| Mar 2011 | $101.9M | $95.4M | $6.6M | 5 | -- |
| Mar 2011 | $101.9M | $95.4M | $6.6M | 5 | -- |
| Jan 2008 | $107.8M | $100.1M | $7.7M | 5 | -- |
| Jan 2007 | $88.2M | $80.6M | $7.6M | 5 | -- |
| Jan 2006 | $79.9M | $71.1M | $8.8M | 5 | -- |
| Jan 2005 | $73.1M | $66.1M | $7M | 5 | -- |
| Mar 2002 | $52.3M | $51.2M | $1M | 5 | -- |
DateAug 2025
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$296.5M
Discretionary$296.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees3
Clients156
DateMar 2018
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees3
Clients153
DateMay 2017
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees3
Clients137
DateOct 2016
Total AUM$145.9M
Discretionary$145.9M
Non-Disc.$0
Employees3
Clients148
DateAug 2016
Total AUM$145.9M
Discretionary$145.9M
Non-Disc.$0
Employees3
Clients148
DateMar 2016
Total AUM$145.9M
Discretionary$145.9M
Non-Disc.$0
Employees3
Clients148
DateApr 2015
Total AUM$151.8M
Discretionary$145.4M
Non-Disc.$6.3M
Employees3
Clients134
DateMar 2015
Total AUM$151.8M
Discretionary$145.4M
Non-Disc.$6.3M
Employees3
Clients134
DateFeb 2014
Total AUM$140.4M
Discretionary$134.1M
Non-Disc.$6.3M
Employees3
Clients131
DateFeb 2013
Total AUM$115.7M
Discretionary$109.6M
Non-Disc.$6.2M
Employees2
Clients135
DateFeb 2013
Total AUM$115.7M
Discretionary$109.6M
Non-Disc.$6.2M
Employees2
Clients135
DateMar 2012
Total AUM$110.1M
Discretionary$104.2M
Non-Disc.$5.9M
Employees1
Clients122
DateFeb 2012
Total AUM$110.1M
Discretionary$104.2M
Non-Disc.$5.9M
Employees1
Clients122
DateMar 2011
Total AUM$101.9M
Discretionary$95.4M
Non-Disc.$6.6M
Employees5
Clients--
DateMar 2011
Total AUM$101.9M
Discretionary$95.4M
Non-Disc.$6.6M
Employees5
Clients--
DateJan 2008
Total AUM$107.8M
Discretionary$100.1M
Non-Disc.$7.7M
Employees5
Clients--
DateJan 2007
Total AUM$88.2M
Discretionary$80.6M
Non-Disc.$7.6M
Employees5
Clients--
DateJan 2006
Total AUM$79.9M
Discretionary$71.1M
Non-Disc.$8.8M
Employees5
Clients--
DateJan 2005
Total AUM$73.1M
Discretionary$66.1M
Non-Disc.$7M
Employees5
Clients--
DateMar 2002
Total AUM$52.3M
Discretionary$51.2M
Non-Disc.$1M
Employees5
Clients--