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Susanne Lynne Meline

FRANCIS CAPITAL MANAGEMENT, LLC·SANTA MONICA, California
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1453 3RD STREET, SANTA MONICA, CA 90401CRD# 4781259Firm CRD# 130165
01

About

Susanne Lynne Meline is a registered financial advisor based in SANTA MONICA, California, affiliated with FRANCIS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
FRANCIS CAPITAL MANAGEMENT, LLC
FRANCIS CAPITAL MANAGEMENT, LLC
AUM
$76M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FRANCIS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4781259
Firm CRD# 130165
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susanne Lynne Meline offer?
Susanne Lynne Meline specializes in Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.
What are Susanne Lynne Meline's credentials?
Susanne Lynne Meline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susanne Lynne Meline located?
Susanne Lynne Meline is based in SANTA MONICA, California, working with FRANCIS CAPITAL MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Susanne Lynne Meline charge for services?
Susanne Lynne Meline's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANCIS CAPITAL MANAGEMENT, LLC?
FRANCIS CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANTA MONICA
Jeffrey Miller — ALIGN IMPACT, LLCEs Purandar Das — LANDMARK BANYAN REAL ESTATE ADVISORS LLCTheresa Frances Spath — SIERRA INVESTMENT MANAGEMENT INCAdam Grosser — UP PARTNERS MANAGEMENT COMPANY, LLCRonald Dennis Cordes — ALIGN IMPACT, 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
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