Barry Merje Mendel
Investment adviser representative at Mendel Money Management Inc
37 yearsExperience
2 statesRegistered in
CFADesignation
$317.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Mendel Money Management IncApr 1989 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Mendel Money Management Inc
$317.1MAssets managed
211Clients
4Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4366144
- Firm CRD
- 105974