Overview
Assets Under Management: $176 million
Headquarters: AUBURN HILLS, MI
High-Net-Worth Clients: 62
Average Client Assets: $2.0 million
Frequently Asked Questions
BUDD, MELONE & CO. LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288233), BUDD, MELONE & CO. LLC is subject to fiduciary duty under federal law.
BUDD, MELONE & CO. LLC is headquartered in AUBURN HILLS, MI.
BUDD, MELONE & CO. LLC serves 62 high-net-worth clients according to their SEC filing dated February 16, 2018. View client details ↓
According to their SEC Form ADV, BUDD, MELONE & CO. LLC offers financial planning and portfolio management for individuals. View all service details ↓
BUDD, MELONE & CO. LLC manages $176 million in client assets according to their SEC filing dated February 16, 2018.
According to their SEC Form ADV, BUDD, MELONE & CO. LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.64%
Average Client Assets: $2.0 million
Total Client Accounts: 660
Discretionary Accounts: 590
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 288233
Filing ID: 1174872
Last Filing Date: 2018-02-16 11:53:00