Barry M. Mendel

MENDEL MONEY MANAGEMENT

Northbrook, IL 60062

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CRD#: 4366144

Professional summary

Barry Merje Mendel, who also goes by Barry M Mendel, Barry Merge Mendel, is a registered financial advisor currently at MENDEL MONEY MANAGEMENT INC located in Northbrook, Illinois.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Barry has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barry M Mendel | Barry Merge Mendel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1). NAME OF OBA: NORTHBROOK BASEBALL ADDRESS OF OBA: NORTHBROOK, IL NATURE: LITTLE LEAGUE BASEBALL INVESTMENT RELATED: NO RELATIONSHIP WITH OBA: ASSISTANT TREASURER DUTIES: SIGN CHECKS AND INVEST THE CASH IN MMF OR CD'S START DATE: 10/30/1995 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1 2). NAME OF OBA: THE LODGE OF NORTHBROOK ADDRESS OF OBA: NORTHBROOK, IL NATURE: BOARD OF DIRECTORS INVESTMENT RELATED: NO RELATIONSHIP WITH OBA: DIRECTOR DUTIES: ATTEND BOARD MEETINGS START DATE: 04/22/2021 APPROX. NUMBER OF HOURS/MONTH: 3 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 3

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Merje Mendel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 10, 1997 - Present

MENDEL MONEY MANAGEMENT INC

Office #1: 1200 Shermer Rd Ste 216, Northbrook, IL 60062

RIA

CRD#: 105974

Northbrook, IL

Past

October 10, 1997 - December 31, 2002

MENDEL MONEY MANAGEMENT INC

RIA

CRD#: 105974

NORTHBROOK, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MENDEL MONEY MANAGEMENT INC

CRD#: 105974 / SEC#: 801-34323

RIA

Registered Investment Advisory firm - (4/24/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(10/10/1997)

IAR

Texas
(4/28/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MENDEL MONEY MANAGEMENT INC

CRD#: 105974 / SEC#: 801-34323

RIA

Registered Investment Advisory firm - (4/24/1989 Approved)

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Contact information

Main Address

1200 Shermer Rd Ste 216, Northbrook, IL 60062

Mailing Address

Phone number

(847) 564-0970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

08 12 2025 MMM ADV PART 2A AND 2B FINAL (8/12/2025)

Regulatory assets under management

Total Number of Accounts	222
AUM (Assets Under Management)	$ 301,133,763

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Barry M. Mendel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Merje Mendel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MENDEL MONEY MANAGEMENT INC

MENDEL MONEY MANAGEMENT INC

Primary Firm SEC Registration

MENDEL MONEY MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

MENDEL MONEY MANAGEMENT INC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MENDEL MONEY MANAGEMENT INC

TRUST BUT VERIFY

Contact information

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