M
CRD: 168543
Melchior Investments LLC
West Palm Beach, FL
5612897257
$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-29-2014
- Office Locations
- 1
Office Locations
-- West Palm Beach FL
About Melchior Investments LLC
Melchior Investments LLC is a West Palm Beach-based RIA. The firm has been operating for 11 years. Managing $14.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$14.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Owner & Executives
D
DENNIS TORKIL MELCHIOR
Managing Member
- CRD
- #331495
- Ownership
- 75% or more
(798) 463-6783
element.peak@primecapital.com
in linkedin.com/in/beacon-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,290,640 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,290,640 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,290,640
U.S. Government/Agency:
36.2% Corporate - Investment Grade:
8.6% Equity - Exchange:
35.9% Cash:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,401,902,701 | 36.2% |
| Corporate - Investment Grade | $333,048,708 | 8.6% |
| Equity - Exchange | $1,390,284,723 | 35.9% |
| Cash | $747,423,263 | 19.3% |
| Total | $3,872,659,395 | 100.0% |