Meld Financial

EST. AUM
$689,572,507

CONTACTS
4

CLIENT ACCOUNTS
1,846

Firm Details

Metro area Birmingham
CRD Number 118896
Website meldfinancial.com
Client types

Overview

Meld Financial is a financial planning and investment management firm offering unbiased, independent services for businesses and individuals. The firm believes that the customer is the driving force behind everything it does. Every decision the firm makes or recommendation it offers originates from the question, "what course of action would they recommend for themselves, given the same set of circumstances their client is facing?" This philosophy has proven to be very beneficial for its clients and the organization. Meld Financial was founded with the goal of assisting its clients in every aspect of their financial lives. The firm has provided the most comprehensive and personal service available, thus earning a reputation for excellence in the industry. For each of its clients, the firm strives to create financial stability and security to provide financial independence and peace of mind.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Meld Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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