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MELD Financial Inc
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CRD # | 118896 |
SEC # | 801-62981 |
CIK # | |
AUM | $594.4 MM (2024-03-08) |
Employees | 11 (100% Investors, 0% Brokers) |
Phone | 205-967-4200 |
Address | 3008 Pump House Rd Birmingham, AL 35243 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
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 |