MELO OUT FINANCIAL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PATTERSON, California
CRD number
338179
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Melo Out Financial, LLC is an individually owned limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. According to available records, Melo Out Financial is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related adviser. The entity is classified as unclassified in the dataset and is not listed as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Michael Melo

    Owner & CCOCRD 8142365

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PATTERSON, CA

STANISLAUS

Location

PATTERSON, CA

Headquartered in PATTERSON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
STANISLAUS
Address
1649 Fruit Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth