MENDOTA FINANCIAL GROUP, LLC
CRD #136294 SEC #801-67644 MADISON, WI (608) 223-9211
SEC Registered
Total AUM
$254.6M
Discretionary
$249.5M
Employees
5
Clients
0
Accounts
919
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $254.6M | $249.5M | $5.1M | 5 | 0 |
| Feb 2024 | $431.1M | $421.1M | $10M | 8 | 0 |
| Feb 2023 | $326.3M | $317.4M | $9M | 6 | 0 |
| Sep 2022 | $339.1M | $329.9M | $9.2M | 6 | 0 |
| Mar 2022 | $339.1M | $329.9M | $9.2M | 6 | 0 |
| Nov 2021 | $277.6M | $265.3M | $12.4M | 5 | 0 |
| Mar 2021 | $277.6M | $265.3M | $12.4M | 5 | 0 |
| May 2020 | $229.2M | $229.2M | $0 | 4 | 0 |
| Mar 2020 | $229.2M | $229.2M | $0 | 4 | 0 |
| May 2019 | $185.3M | $185.3M | $0 | 5 | 0 |
| Apr 2019 | $185.3M | $185.3M | $0 | 5 | 0 |
| Mar 2019 | $185.3M | $185.3M | $0 | 5 | 0 |
| Oct 2018 | $185.1M | $185.1M | $0 | 5 | 0 |
| Apr 2018 | $185.1M | $185.1M | $0 | 5 | 0 |
| Mar 2018 | $185.1M | $185.1M | $0 | 5 | 0 |
| Mar 2017 | $158.8M | $158.8M | $0 | 5 | 150 |
| Mar 2016 | $141.2M | $141M | $234K | 5 | 160 |
| Mar 2015 | $153.2M | $153M | $171K | 5 | 100 |
| Mar 2014 | $131.3M | $131M | $266K | 5 | 100 |
| Mar 2013 | $117.2M | $117M | $190K | 5 | 100 |
| Sep 2012 | $106.1M | $106M | $50K | 1 | 130 |
| Mar 2012 | $106.1M | $106M | $50K | 1 | 130 |
| May 2011 | $103.9M | $103.8M | $50K | 5 | -- |
| Mar 2011 | $103.9M | $103.8M | $50K | 5 | -- |
| Mar 2011 | $103.9M | $103.8M | $50K | 5 | -- |
| Mar 2010 | $72M | $72M | $0 | 5 | -- |
| Mar 2007 | $33.1M | $33.1M | $0 | 5 | -- |
| Mar 2007 | $33.1M | $33.1M | $0 | 5 | -- |
| Feb 2007 | $33.1M | $33.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$254.6M
Discretionary$249.5M
Non-Disc.$5.1M
Employees5
Clients0
DateFeb 2024
Total AUM$431.1M
Discretionary$421.1M
Non-Disc.$10M
Employees8
Clients0
DateFeb 2023
Total AUM$326.3M
Discretionary$317.4M
Non-Disc.$9M
Employees6
Clients0
DateSep 2022
Total AUM$339.1M
Discretionary$329.9M
Non-Disc.$9.2M
Employees6
Clients0
DateMar 2022
Total AUM$339.1M
Discretionary$329.9M
Non-Disc.$9.2M
Employees6
Clients0
DateNov 2021
Total AUM$277.6M
Discretionary$265.3M
Non-Disc.$12.4M
Employees5
Clients0
DateMar 2021
Total AUM$277.6M
Discretionary$265.3M
Non-Disc.$12.4M
Employees5
Clients0
DateMay 2020
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees5
Clients150
DateMar 2016
Total AUM$141.2M
Discretionary$141M
Non-Disc.$234K
Employees5
Clients160
DateMar 2015
Total AUM$153.2M
Discretionary$153M
Non-Disc.$171K
Employees5
Clients100
DateMar 2014
Total AUM$131.3M
Discretionary$131M
Non-Disc.$266K
Employees5
Clients100
DateMar 2013
Total AUM$117.2M
Discretionary$117M
Non-Disc.$190K
Employees5
Clients100
DateSep 2012
Total AUM$106.1M
Discretionary$106M
Non-Disc.$50K
Employees1
Clients130
DateMar 2012
Total AUM$106.1M
Discretionary$106M
Non-Disc.$50K
Employees1
Clients130
DateMay 2011
Total AUM$103.9M
Discretionary$103.8M
Non-Disc.$50K
Employees5
Clients--
DateMar 2011
Total AUM$103.9M
Discretionary$103.8M
Non-Disc.$50K
Employees5
Clients--
DateMar 2011
Total AUM$103.9M
Discretionary$103.8M
Non-Disc.$50K
Employees5
Clients--
DateMar 2010
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees5
Clients--