Mellor & Associates LLC

Mellor & Associates LLC (CRD# 117233) is a financial advisory firm headquartered in Bellevue, WA. They manage $22,000,000 in 157 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $140,127
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Mellor & Associates LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joel R. Mellor
CRD#: 1100424
14205 Se 36th St, Suite 100, Bellevue, WA 98006

Joel Mellor (CRD# 1100424) is an Investment Advisor Representative working at Mellor & Associates LLC in Bellevue, WA and has over 41 years of experience in the finance industry.

2
Richard H. Mellor
CRD#: 5921012
14205 Se 36th St, Suite 100, Bellevue, WA 98006

Richard Mellor (CRD# 5921012) is an Investment Advisor Representative working at Mellor & Associates LLC in Bellevue, WA and has over 12 years of experience in the finance industry.

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