Mentor Capital Management Inc.
Mentor Capital Management Inc. (CRD# 123176) is a financial advisory firm headquartered in Chicago, IL. They manage $152,300,332 in 1,025 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management152MILLION
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Total Number of Accounts1,025ACCOUNTS
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Average Account Value$148,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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Daniel Carey (CRD# 5308930) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Chicago, IL and has over 16 years of experience in the finance industry.
John Davis (CRD# 2105704) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Chicago, IL and has over 33 years of experience in the finance industry.
Sarah Bodach (CRD# 7091486) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Chicago, IL and has 1 year of experience in the finance industry.
Daniel Kaster (CRD# 7789900) is an Investment Advisor Representative working at Mentor Capital Management Inc. in Chicago, IL and has 1 year of experience in the finance industry.