Mellor & Associates LLC
Mellor & Associates LLC (CRD# 117233) is a financial advisory firm headquartered in Bellevue, WA. They manage $22,000,000 in 140 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management22MILLION
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Total Number of Accounts140ACCOUNTS
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Average Account Value$157,143
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Mellor & Associates LLC
1
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 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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