Mendoza Wealth Management

Mendoza Wealth Management (CRD# 144605) is a financial advisory firm headquartered in , . They manage $24,558,872 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.mendozawealth.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $646,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Mendoza, financial advisor Brookline MA
Dennis A. Mendoza
CRD#: 5383760
Brookline, MA

Dennis Mendoza (CRD# 5383760) is an Investment Advisor Representative working at Mendoza Wealth Management in Brookline, MA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals