MENDOZA AND ASSOCIATES, INC.
CRD #125579 SEC #801-68082 ROCKY HILL, CT (860) 563-1319
SEC Registered
Total AUM
$42.5M
Discretionary
$33.5M
Employees
1
Clients
51
Accounts
220
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 8, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MENDOZA, MICHAEL, DAVID | I | VICE-PRESIDENT | NA | Control |
| MENDOZA, MICHAEL, DAVID | I | VICE-PRESIDENT | NA | Control |
| MENDOZA, MICHAEL, DAVID | I | VICE-PRESIDENT | NA | Control |
| MENDOZA, MICHAEL, DAVID | I | VICE-PRESIDENT | NA | Control |
| MENDOZA, MICHAEL, DAVID | I | VICE-PRESIDENT | NA | Control |
| MENDOZA, NANCY, BAXTER | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| MENDOZA, NANCY, BAXTER | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| MENDOZA, NANCY, BAXTER | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| MENDOZA, KENNETH, GEORGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, KENNETH, GEORGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, KENNETH, GEORGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, KENNETH, GEORGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, KENNETH, GEORGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, MICHAEL, DAVID | I | PRESIDENT | E | Control |
| MENDOZA, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, MICHAEL, DAVID | I | PRESIDENT | E | Control |
| MENDOZA, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, MICHAEL, DAVID | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 8, 2012 REGISTERED
Notice Filings (2)
CT TX
Address
35 COLD SPRING ROADSUITE 114
ROCKY HILL, CT 06067
United States
Phone: (860) 563-1319