SEC Form ADV

MENDOTA FINANCIAL GROUP, LLC

Registered Investment AdviserWI
$254.2M
Assets Under Management
881
Total Clients
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Registration Details

Accession
CRD-136294
Location
MADISON, WI
Filing Date
March 3, 2026
AUM
$254.2M
Total Clients
881
Amendment
No

About this Adviser

MENDOTA FINANCIAL GROUP, LLC is a registered investment adviser headquartered in MADISON, WI, managing approximately $254.2M in assets across 881 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.