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 operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a select client base, emphasizing personalized investment strategies. With a fee structure based on a percentage of assets under management, Melchior Investments LLC maintains a straightforward approach to wealth management. The firm does not engage in ESG investing and is not classified as a multi-state adviser, indicating a more localized focus in its operations.
Assets & Accounts
Public Holdings
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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