MICHAEL MELLBERG INVESTMENT ADVISOR

Overview

Michael Mellberg Investment Advisor is an independently owned registered investment adviser run by Michael Mellberg that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-assets and hourly fees and reports serving a concentrated client base — implying a high-touch advisory model. Filings indicate a clear preference for pooled public funds and mutual funds as the primary building blocks for client portfolios. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not represent itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices