MENDOTA FINANCIAL GROUP, LLC of MADISON, WI is an SEC-registered investment adviser (CRD 136294). Regulatory assets under management: $254.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Daniel Arthur Gresch | MEMBER | — |
| Kurt Mathias Ahrens | CHIEF COMPLIANCE OFFICER | — |
| GOETZKE MATTHEW ARMSTRONG | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| GRESCH DANIEL ARTHUR | MANAGING DIRECTOR; MEMBER | — |
| AHRENS KURT MATHIAS | MANAGING DIRECTOR; MEMBER | — |
| HURD STACY MICHELE | CHIEF COMPLIANCE OFFICER | — |