Mellor & Associates LLC

Mellor & Associates LLC (CRD# 117233) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,400,000 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $12,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Mellor & Associates LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joel R. Mellor
CRD#: 1100424
10900 Ne 8th St, Suite 1000, Bellevue, WA 98004
93
Wealthminder
score

Joel Mellor (CRD# 1100424) is an Investment Advisor Representative working at Mellor & Associates LLC in Bellevue, WA and has over 33 years of experience in the finance industry.

2
Richard H. Mellor
CRD#: 5921012
10900 Ne 8th St, Suite 1000, Bellevue, WA 98004
93
Wealthminder
score

Richard Mellor (CRD# 5921012) is an Investment Advisor Representative working at Mellor & Associates LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

3
Daniel J. Mellor
CRD#: 5999090
10900 Ne 8th St, Suite 1000, Bellevue, WA 98004
90
Wealthminder
score

Daniel Mellor (CRD# 5999090) is an Investment Advisor Representative working at Mellor & Associates LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

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