MENDE FINANCIAL COUNCIL, INC.

MENDE FINANCIAL COUNCIL, INC. is an SEC-registered investment adviser (CRD 335136). Regulatory assets under management: $5.1M.

Registration

• CRD: 335136
• Type: Registered investment adviser
• Phone: 925 519 3341
• Latest filing: 2026-01-15
• Regulatory AUM: $5.1M
• Discretionary AUM: $5.1M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335136 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search