Melius Research

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
22
Advisory reps
22

Firm details

Headquarters
New York, New York
CRD number
312314
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees

Firm profile

FINTRX

Overview

Melius Research is a limited liability company that operates as an institutional registered investment adviser serving institutional clients. Ownership is listed as an individual, and the firm does not act as a capital allocator or pension consultant. Its fee arrangements are non-transactional, consisting of hourly charges, subscription fees and fixed fees rather than asset-based management fees. The dataset indicates the firm is not an active ESG investor and is not flagged as a multi-state adviser for registration purposes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 22
  • Scott Weiss

    Scott Weiss

    Founding PartnerCRD 3099605

  • Benjamin Reitzes

    Benjamin Reitzes

    PartnerCRD 2520075

  • Patrick Coleman

    AnalystCRD 7963161

Unlock 19 more contacts

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

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth