MELLIG GROUP, LLC

Overview

Mellig Group, LLC is structured as a limited liability partnership and operates as an independent registered investment adviser that serves a mix of individual/family clients and some institutional relationships. The firm provides financial planning and portfolio management for individuals and small businesses and also functions as an insurance broker. Its fee arrangements are varied — percentage of assets under management, hourly and fixed fees, and the capacity to charge performance-based fees. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Its business model combines advisory services with insurance distribution, which supports allocations to annuity products alongside managed investment programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices