Mendoza Wealth Management

Mendoza Wealth Management (CRD# 144605) is a financial advisory firm headquartered in Brookline, MA. They manage $19,746,181 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $448,777
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at Mendoza Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Dennis A. Mendoza
CRD#: 5383760
Brookline, MA
93
Wealthminder
score

Dennis Mendoza (CRD# 5383760) is an Investment Advisor Representative working at Mendoza Wealth Management in Brookline, MA and has over 9 years of experience in the finance industry.

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