Melonakis Financial (CRD# 111930) is a financial advisory firm headquartered in , . They manage $25,078,220 in 306 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts306ACCOUNTS
Average Account Value$81,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Lefteri Melonakis (CRD# 2756750) is an Investment Advisor Representative working at Melonakis Financial in Broomfield, CO and has over 18 years of experience in the finance industry. Lefteri Melonakis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.