MELD FINANCIAL, INC.

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

About MELD FINANCIAL, INC.

MELD FINANCIAL, INC, formally registered with the SEC as MELD FINANCIAL, INC. The firm was established in 04/07/2004. They have over 3 offices throughout the country.

MELD FINANCIAL, INC. is a Birmingham, Alabama based Financial Planning firm with nearly $594,413,274 assets under management, offering retirement planning & investment advisory services to 1646 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118896
SEC#	801-62981
Assets Managed by Firm	$594,413,274
No. of Clients	1646
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	1646	$594,413,274
Individuals (other than high net worth individuals)	657	$147,556,635
High net worth individuals	295	$406,650,632
Pension and profit sharing plans	37	$437,358
Corporations or other businesses	8	$37,223,895

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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