MELLON INVESTMENTS CORPORATION

One Boston Place
201 Washington Street
Boston, Massachusetts 02108
Tel: 617-722-7250

About MELLON INVESTMENTS CORPORATION

MELLON INVESTMENTS CORPORATION, formally registered with the SEC as MELLON INVESTMENTS CORPORATION. The firm was established in 09/30/1983. They have over 4 offices throughout the country.

MELLON INVESTMENTS CORPORATION is a Boston, Massachusetts based Financial Planning firm with nearly $674,158,830,515 assets under management, offering retirement planning & investment advisory services to 502 clients. The firm is staffed with 146 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105764
SEC#	801-19785
Assets Managed by Firm	$674,158,830,515
No. of Clients	502
No. of Advisors	146

Fee Structure

A percentage of AUM
Fixed fees
Other (SECURITIES LENDING)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	502	$674,158,830,515
Pension and profit sharing plans	125	$40,425,405,386
Charitable organizations	32	$4,498,363,992
Corporations or other businesses	3	$1,827,613,400

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