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Meld Financial, Inc.

Tel: 205-967-4200
3008 Pump House Rd.

Birmingham, Alabama  35243

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Meld Financial, Inc.

Meld Financial, Inc. is a Birmingham, Alabama based financial advisory firm with nearly $$585,944,667 in assets under management and provides investment advisory services for 1516 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting Services, Selection of Other Advisors, Educational seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

118896

SEC#:

801-62981

No. of Clients:

1516

Assets under Management

$585,944,667

No. of Advisors:

11

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