M
$28.8M Total AUM
$28.8M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
-- Brookline MA
About Mendoza Wealth Management
Mendoza Wealth Management is a Brookline-based RIA. The firm has been operating for 18 years. Managing $28.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
18.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
D
DENNIS A MENDOZA
President
- CRD
- #5383760
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,802,124 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,802,124 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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