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MELD FINANCIAL, INC.
BIRMINGHAM, AL
205-967-4200
SEC #801-62981Total AUM
$776.4M
Employees
15Clients
1,130Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3008 PUMP HOUSE RD.
BIRMINGHAM
AL 35243
United States
BIRMINGHAM
AL 35243
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
205-967-4200
Other Offices
2
Financials
Total AUM
$776.4M
Accounts
1,942Discretionary
$776.4M
Accounts
1,942Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
827AUM
$255.7M
HNW Individual Clients
287AUM
$485M
Charitable Organization Clients
2AUM
$3M
Government Entity Clients
4AUM
$3.4M
Corporation or Business Clients
10AUM
$29.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SOCIAL SECURITY AND MEDICARE CONSULTING, INDIVIDUAL CONSULTING AND FINANCIAL WELLNESS EDUCATIONAL PROGRAMS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCACOFLGAINLAMSNCNENYSCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.