PPrivate Fund Data Log in Join · $37/mo

Meld Financial, Inc.

● SEC registered since 2004CRD 118896SEC# 801-62981Birmingham, AL
Export (members)
Reg. AUM
$689.6M
Employees
15
Accounts
1,846
Location
Birmingham, AL

Meld Financial, Inc. assets under management

Meld Financial, Inc. is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2004. It reports $689.6 million in regulatory assets under management and employs 15 people.
www.meldfinancial.comView on SEC.gov ↗

Meld Financial, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Blake W May ControlPartner10-25%2022
James Bryan CornehlsenPartner5-10%2018
Kyle B Whittington ControlCco, President, OwnerOver 75%2007

Frequently asked questions

How much does Meld Financial, Inc. manage?

Meld Financial, Inc. reports $689.6 million in regulatory assets under management on its Form ADV.

How many employees does Meld Financial, Inc. have?

Meld Financial, Inc. reports 15 employees.

Where is Meld Financial, Inc. located?

Meld Financial, Inc. is based in Birmingham, AL and has been SEC-registered since 2004.

Does Meld Financial, Inc. disclose fund performance?

Meld Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3008 Pump House Rd., Birmingham, AL 35243
Phone205-967-4200
Fax205-967-2777
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$689.6M
Non-discretionary$0
Total (RAUM)$689.6M