Melchior Investments LLC

RIASEC Registered
Total AUM
$14.3M
Discretionary
$14.3M
100% of AUM
Avg account
$1.4M
Accounts
10
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 50%, Exchange Traded Equities 20%, Investment Grade Corp Bonds 20%, Cash & Cash Equivalents 10%50%
  • US Government Bonds50%
  • Exchange Traded Equities20%
  • Investment Grade Corp Bonds20%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Dennis Melchior

    Managing MemberCRD 331495

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth