Overview
Assets Under Management: $690 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 285
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 285
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,846
Discretionary Accounts: 1,846
Regulatory Filings
CRD Number: 118896
Filing ID: 2006136
Last Filing Date: 2025-07-29 09:12:00
Website: https://meldfinancial.com