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Lynn Thomas Challenger

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California
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50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 4021260Firm CRD# 105764
01

About

Lynn Thomas Challenger is a registered financial advisor based in SAN FRANCISCO, California, affiliated with MELLON CAPITAL MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MELLON INVESTMENTS CORPORATION
MELLON INVESTMENTS CORPORATION
AUM
$674.2B
Regulatory assets under management
Employees
146
Total firm employees
View all advisors at MELLON INVESTMENTS CORPORATION →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SECURITIES LENDING
Regulatory
SEC/IARD CRD# 4021260
Firm CRD# 105764
6 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lynn Thomas Challenger offer?
Lynn Thomas Challenger specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Lynn Thomas Challenger's credentials?
Lynn Thomas Challenger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Thomas Challenger located?
Lynn Thomas Challenger is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Lynn Thomas Challenger charge for services?
Lynn Thomas Challenger's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MELLON CAPITAL MANAGEMENT CORPORATION?
MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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