M
$22.0M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-1996
- Office Locations
- 1
Office Locations
14205 SE 36th ST Suite 100 Bellevue WA
About Mellor & Associates LLC
Mellor & Associates LLC is a Bellevue-based RIA. The firm has been operating for 29 years. Managing $22.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
33 AVG AGE
$22.0M AVG AUM / ADVISOR
$349.2K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD HARRIS MELLOR
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative
- CRD
- #5921012
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JOEL RICHARD MELLOR
Financial Advisor
- CRD
- #1100424
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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