LP Profile

Mendota Financial Group

Also known as mendota financial

Wealth ManagerMadison, United StatesFounded 2005
Madison
Headquarters
Investment Focus

About Mendota Financial Group

Mendota Financial Group offers a conservative and independent approach to wealth management. Our sole mission is to maintain and grow your wealth to meet your financial goals.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Mendota Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$254.2M
Total Clients
881
Filing Date
March 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Mendota Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Mendota Financial Group?

Mendota Financial Group is a wealth manager based in Madison, United States.

Where is Mendota Financial Group headquartered?

Mendota Financial Group is headquartered in Madison, United States.

When was Mendota Financial Group founded?

Mendota Financial Group was founded in 2005.

How can I contact Mendota Financial Group?

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