M
CRD: 111930
Melonakis Financial
Thornton, CO
3038530728
$62.1M Total AUM
$62.1M Disc. AUM
-- 3Y CAGR
1 Employees
182 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-07-1999
- Office Locations
- 1
Office Locations
-- Thornton CO
About Melonakis Financial
Melonakis Financial is a Thornton-based RIA. The firm has been operating for 26 years. Managing $62.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$62.1M AVG AUM / ADVISOR
$341.4K AVG AUM / CLIENT
26.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
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Asset Classes
Unison
Investment Themes
Delta Optima timber
Investment Vehicles
Optima
Services
Radial Prime optima Radial Pioneer momentum Pioneer quantum Beacon matrix Foundation
Owner & Executives
L
LEFTERI MELONAKIS
Chief Compliance Officer, Owner
- CRD
- #2756750
- Ownership
- 75% or more
(263) 599-6511
capital.atlas@pioneercapital.com
in linkedin.com/in/catalyst-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,126,653 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,126,653 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,126,653
Other:
47.8% Cash:
24.7% Equity - Exchange:
27.5% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $4,098,253,996 | 47.8% |
| Cash | $2,117,717,023 | 24.7% |
| Equity - Exchange | $2,357,782,111 | 27.5% |
| Total | $8,573,753,130 | 100.0% |