MELD Financial Inc

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Assets, Funds, Holdings

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MELD Financial Inc
CRD #118896
SEC #801-62981
CIK #
AUM $594.4 MM (2024-03-08)
Employees 11 (100% Investors, 0% Brokers)
Phone205-967-4200
Address3008 Pump House Rd
Birmingham, AL 35243
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
60048036024012002004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 657 147.6
(b) Individuals (high net worth individuals) 295 406.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 37 0.4
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 4 2.5
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 37.2
(n) Other 0 0.0
Total 1,646 594.4
By Discretionary
Discretionary 1,646 594.4
Non-Discretionary 0 0.0
Total 1,646 594.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 594.4
Total 1,646 594.4
Comparable Firms State AUM ($BB)
Saaga LLC
FL 0.6
Pax Financial Group LLC
TX 0.6
FSA Investment Group LLC
FL 0.6
BCWM LLC
KS 0.6
Beacon Financial Advisory LLC
OH 0.6
EQ LLC
WA 0.6
Marotta Asset Management Inc
VA 0.6
Westhill Financial Advisors Inc
CA 0.6
Capvisor Associates LLC
GA 0.6
Altrius Capital Management Inc
NC 0.6
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