Mellig Group, LLC

Overview

Mellig Group, LLC is an independent registered investment adviser organized as a limited liability partnership that serves both individual and institutional clients. Its client-facing services center on financial planning and portfolio management for individuals and small businesses; the firm also operates an insurance brokerage and is affiliated with an insurance company. Fee arrangements are flexible and include asset-based fees, hourly and fixed fees, and performance-based compensation. The firm is not identified as an active ESG investor. Its ownership is a mix of a domestic entity and individual owners, and it is not characterized as a multi-state adviser in the source snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices