Mendelsohn Financial, LLC

Mendelsohn Financial, LLC (CRD# 139498) is a financial advisory firm headquartered in , . They manage $6,403,000 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $142,289
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, VA

Financial Advisors at Mendelsohn Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew S. Mendelsohn
CRD#: 4552349
Arlington, VA
93
Wealthminder
score

Matthew Mendelsohn (CRD# 4552349) is an Investment Advisor Representative working at Mendelsohn Financial, LLC in Arlington, VA and has over 14 years of experience in the finance industry.

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