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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