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MELOTTE FINANCIAL ADVISORS
MELOTTE FINANCIAL ADVISORS, LLC
CRD 286218
1150 SPRINGHURST DRIVE, SUITE 113, GREEN BAY, WI, 54304, United States
Phone
9202416632
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$97.6M
Discretionary AUM
$97.6M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $10.8M |
| High net worth individuals | 50 | $86.7M |
All web addresses on file
Official SEC filing: View on IAPD