$97.6M Total AUM
$97.6M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-15-2016
- Office Locations
- 1
Office Locations
1150 Springhurst Drive Suite 113 Green BAY WI
About Melotte Financial Advisors
Melotte Financial Advisors is a fee-only, fiduciary RIA in Green Bay serving high-net-worth households nationwide with tax-sensitive investment management and comprehensive planning (retirement, tax, risk and estate). President Ken Melotte, CFP®, does not sell insurance or annuities. Portfolios are implemented largely with ETFs and U.S. government/agency fixed income.
Team overview
39 AVG AGE
$97.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Investment Themes
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Services
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Technology
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Owner & Executives
KENNETH JOSEPH MELOTTE III
President
- CRD
- #5217831
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,588,587 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,588,587 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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