Melchior Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 168543
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Melchior Investments LLC is an independent, privately held registered investment adviser organized as a limited liability company. The firm focuses on portfolio management for individuals and small businesses and charges advisory fees based on a percentage of assets under management. Melchior reports an owner-type of an individual and does not position itself as a capital allocator or pension consultant. The adviser is not identified as an active ESG investor and is not designated as a multi-state adviser in the available filings.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds50%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents10%
Contacts
1 of 1Dennis Melchior
Managing MemberCRD 331495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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