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MELLON INVESTMENTS CORPORATION
CRD 105764 · SEC 801-19785
500 ROSS STREET, PITTSBURGH, PA, 15258, United States
Phone
617-248-3682
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$873.87B
Discretionary AUM
$873.87B
Team
98 total employees; 61 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; SECURITIES LENDING
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3492 | $19.63B |
| Investment companies | 176 | $590.62B |
| Pooled investment vehicles | 6 | $28.63B |
| Pension/profit sharing plans | 106 | $57.61B |
| Charitable organizations | 26 | $5.12B |
| State/municipal entities | 89 | $86.96B |
| Insurance companies | 6 | $1.85B |
| Sovereign wealth funds | 15 | $75.46B |
| Corporations/business entities | 9 | $3.58B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD