MELO OUT FINANCIAL, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Michael Melo
Owner & CCOCRD 8142365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
TCW INVESTMENT MANAGEMENT COMPANY LLC
RIALos Angeles, CA
WHITESPACE FINANCIAL, LLC
RIAPALO ALTO, CA
AARON GEOFFREY TURNER
RIASACRAMENTO, CA
CHEN FINANCIAL GROUP, LLC
RIASAN MATEO, CA
ROSEMAN WAGNER WEALTH MANAGEMENT
RIAROCKLIN, CA
DIVISAR CAPITAL MANAGEMENT, LLC
RIASAN FRANCISCO, CA