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Louis J Melone

MELONE PRIVATE WEALTH, LLC·AUBURN HILLS, Michigan
Clean recordMELONE PRIVATE WEALTH, LLC
3121 UNIVERSITY DRIVE, AUBURN HILLS, MI 48326CRD# 2700797Firm CRD# 311638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louis J Melone · AUBURN HILLS, MI
Registration
CRD #2700797 · MELONE PRIVATE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Louis J Melone is a registered financial advisor based in AUBURN HILLS, Michigan, affiliated with MELONE PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MELONE PRIVATE WEALTH, LLC
MELONE PRIVATE WEALTH, LLC
AUM
$203M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MELONE PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2700797
Firm CRD# 311638
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louis J Melone offer?
Louis J Melone specializes in Financial Planning, Investment Management. Contact their office in AUBURN HILLS, Michigan for a consultation.
What are Louis J Melone's credentials?
Louis J Melone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis J Melone located?
Louis J Melone is based in AUBURN HILLS, Michigan, working with MELONE PRIVATE WEALTH, LLC. Their office serves clients in the AUBURN HILLS metropolitan area and surrounding communities.
How does Louis J Melone charge for services?
Louis J Melone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MELONE PRIVATE WEALTH, LLC?
MELONE PRIVATE WEALTH, LLC has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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