Overview
Assets Under Management: $246 million
Headquarters: AUBURN HILLS, MI
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 554
Discretionary Accounts: 545
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 311638
Last Filing Date: 2025-01-14 00:00:00
Website: https://melonewealth.com