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Building 2MELONE PRIVATE WEALTH, LLC

Map pinAUBURN HILLS, MI
Phone877-293-5830
NotebookSEC #801-119965
Total AUM
$313.2M
Employees
4
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3121 UNIVERSITY DRIVE
SUITE 180
AUBURN HILLS
MI 48326
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
877-293-5830
Other Offices
1

ReceiptFinancials

Total AUM
$313.2M
Accounts
165
Discretionary
$262.2M
Accounts
155
Non-Discretionary
$51M
Accounts
10

ContactClients

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Individual Clients
82
AUM
$31.6M
HNW Individual Clients
73
AUM
$230.6M
Pension/Profit Sharing Plan Clients
10
AUM
$51M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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