Be advised. This firm is no longer registered.

Mentel Financial Services LLC

Mentel Financial Services LLC (CRD# 165385) is a financial advisory firm headquartered in , . They manage $2,500,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

OH

Financial Advisors at Mentel Financial Services LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.