AdvisorOS Directory
Claim Profile
MH

Meloni Midori Hallock

ACACIA WEALTH ADVISORS, LLC·BEVERLY HILLS, California
Unclaimed Profile
245 SOUTH BEVERLY DRIVE, BEVERLY HILLS, CA 90212-3807CRD# 1337110Firm CRD# 135044
01

About

Meloni Midori Hallock is a registered financial advisor based in BEVERLY HILLS, California, affiliated with ACACIA WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ACACIA WEALTH ADVISORS, LLC
ACACIA WEALTH ADVISORS, LLC
AUM
$509M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ACACIA WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1337110
Firm CRD# 135044
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEVERLY HILLS?

Browse all registered financial advisors in BEVERLY HILLS, California or claim this profile if it's yours.

Browse BEVERLY HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Meloni Midori Hallock offer?
Meloni Midori Hallock specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Meloni Midori Hallock's credentials?
Meloni Midori Hallock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meloni Midori Hallock located?
Meloni Midori Hallock is based in BEVERLY HILLS, California, working with ACACIA WEALTH ADVISORS, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Meloni Midori Hallock charge for services?
Meloni Midori Hallock's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACACIA WEALTH ADVISORS, LLC?
ACACIA WEALTH ADVISORS, LLC has approximately 4 employees and manages $509M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BEVERLY HILLS
Darren Clay Pollock — CHEVIOT VALUE MANAGEMENT, LLCRobert Scott Ellin — TRINAD CAPITAL MANAGEMENT, LLCWayne Duband — LEONES CAPITAL ADVISORS, LLCTimothy Edward Ash — CHECCHI CAPITAL FUND ADVISERS, LLCDavid Aaron Horvitz — CHEVIOT VALUE MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile