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MELLOR & ASSOCIATES LLC
CRD 117233
14205 SE 36TH ST, SUITE 100, BELLEVUE, WA, 98006, United States
Phone
425-827-2527
Fax
425-641-4680
Registration
— (—)
Source
State registered
Total AUM
$22.0M
Discretionary AUM
$22.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $12.0M |
| High net worth individuals | 5 | $10.0M |
All web addresses on file
Official SEC filing: View on IAPD