Mendelsohn Financial, LLC
Mendelsohn Financial, LLC (CRD# 139498) is a financial advisory firm headquartered in , . They manage $9,030,000 in 45 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$200,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Mendelsohn (CRD# 4552349) is an Investment Advisor Representative working at Mendelsohn Financial, LLC in Arlington, VA and has over 15 years of experience in the finance industry.