201 Washington Street
Boston, Massachusetts 2108
Tel: 617-722-7250
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 $619,390,248,152 assets under management, offering retirement planning & investment advisory services to 518 clients. The firm is staffed with 180 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 105764 |
SEC# | 801-19785 |
Assets Managed by Firm | $619,390,248,152 |
No. of Clients | 518 |
No. of Advisors | 180 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 518 | $619,390,248,152 |
Pension and profit sharing plans | 126 | $36,641,158,137 |
Charitable organizations | 34 | $5,632,185,531 |
Corporations or other businesses | 3 | $2,171,795,312 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,148,421,739,247 | 23333 | 1108 | |
$1,204,691,064,459 | 1338 | 2139 | |
$841,529,842,790 | 247 | 250 | |
$803,470,618,544 | 174 | 156 | |
$659,550,224,982 | 1712300 | 219 |
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