Overview
Assets Under Management: $690 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 285
Average Client Assets: $2 million
Frequently Asked Questions
MELD FINANCIAL, INC. 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 #118896), MELD FINANCIAL, INC. is subject to fiduciary duty under federal law.
MELD FINANCIAL, INC. is headquartered in BIRMINGHAM, AL.
MELD FINANCIAL, INC. serves 285 high-net-worth clients according to their SEC filing dated July 29, 2025. View client details ↓
According to their SEC Form ADV, MELD FINANCIAL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MELD FINANCIAL, INC. manages $690 million in client assets according to their SEC filing dated July 29, 2025.
According to their SEC Form ADV, MELD FINANCIAL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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