MELD FINANCIAL, INC.
SEC Form ADV profile.
Total regulatory AUM
$776,399,278
Discretionary
$776,399,278
Non-discretionary
$0
Firm details
- CRD number
- 118896
- SEC file number
- 801-62981
- Main office
- BIRMINGHAM, AL, United States
- Employees
- 15
- SEC status
- Approved
- Website
- HTTPS://WWW.MELDFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.