Melonakis Financial

Overview

Melonakis Financial operates as a sole proprietorship and is registered as an independent registered investment adviser. The firm serves both individual and family clients as well as institutional relationships, charging fees based on a percentage of assets under management. Advisory services listed on its filings include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor, does not act as a capital allocator (it does not operate third‑party manager programs in a multi‑manager capacity), and is not flagged as a multi‑state adviser. Ownership is at the individual level, and the advisor is positioned to provide hands‑on, advisor‑driven portfolio oversight rather than operating pooled or proprietary funds.

Assets & Accounts

Investments & Alternatives

Location & Offices