M
CRD: 335136
Mende Financial Council, Inc.
Pacific Grove, CA
9255193341
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-17-2025
- Office Locations
- 1
Office Locations
-- Pacific Grove CA
About Mende Financial Council, Inc.
Mende Financial Council, Inc. is a Pacific Grove-based RIA. The firm has been operating for 1 years. Managing $5.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
30 AVG AGE
$5.1M AVG AUM / ADVISOR
$421.2K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Summit
Investment Themes
Harbor
Investment Vehicles
Pathway insight
Services
Crest Ember vector Catalyst
Owner & Executives
Ryan Alan Mende
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6353788
- Ownership
- 75% or more
(764) 670-6750
meridian.ridge@fusioncapital.com
in linkedin.com/in/beacon-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,053,951 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,053,951 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,053,951
Equity - Exchange:
55.9% Public Funds:
32.4% Cash:
11.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $802,714,275 | 55.9% |
| Public Funds | $465,258,363 | 32.4% |
| Cash | $168,009,965 | 11.7% |
| Total | $1,435,982,603 | 100.0% |