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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Timber pioneerMomentum +more
- Established Date
- 06-02-2016
- Office Locations
- 4
Office Locations
About Mellig Group, LLC
Mellig Group - Wealth Advisors is an independent wealth management firm serving retail and institutional clients. The team helps clients plan with confidence and pursue financial goals, combining advisor guidance with Mellig Online, a secure platform that unifies accounts and provides consolidated financial insights. Portfolios incorporate ETFs and fixed income, with an emphasis on coordinated, goals-based planning.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Eduardo Lucca
Senior Financial Advisor
- CRD
- #6634819
- Ownership
- 50% but less than 75%
Michele A Lopez Gonzalez
Chief Compliance Officer
- CRD
- #6634816
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Keith William Gregor
President
- CRD
- #6926511
Roxana Justiniano
Financial Advisor
- CRD
- #6634812
Prime frontier
Quantum north
- CRD
- #98743
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,084,928 | -- |
| Non-Discretionary | $15,773,235 | -- |
| Total | $109,858,163 | -- |
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Separately Managed Accounts
Total SMA Asset: $109,858,163
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $659,343,236 | 13.4% |
| Equity - Exchange | $2,017,393,482 | 41.0% |
| Corporate - Investment Grade | $442,842,472 | 9.0% |
| Cash | $1,048,060,516 | 21.3% |
| U.S. Government/Agency | $752,832,201 | 15.3% |
| Total | $4,920,471,907 | 100.0% |