MELD FINANCIAL, INC.

Tel: 205-967-4200 3008 Pump House Rd. Birmingham, Alabama 35243

About MELD FINANCIAL, INC.

MELD FINANCIAL, INC. is a Birmingham, Alabama based financial advisory firm with nearly $594,413,274 in assets under management and provides investment advisory services for 1646 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

118896

Firm SEC#:

801-62981

Assets Under Management:

$594,413,274

No. of Clients:

1646

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other (SOCIAL SECURITY AND MEDICARE CONSULTING, INDIVIDUAL CONSULTING AND FINANCIAL WELLNESS EDUCATIONAL PROGRAMS)

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