Melonakis Financial

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $81,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CO

Financial Advisors at Melonakis Financial
Showing 1 - 1 of 1 top financial advisors.
1
Lefteri Melonakis
CRD#: 2756750
Broomfield, CO
96
Wealthminder
score

Lefteri Melonakis (CRD# 2756750) is an Investment Advisor Representative working at Melonakis Financial in Broomfield, CO and has over 19 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.

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