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Budd, Melone & Co. LLC
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Auburn Hills, Michigan
$225.0 million AUM
3 offices

Budd, Melone & Co. LLC is based in Auburn Hills, Michigan and has $225.0 million in assets under management.

Location
3121 University Drive
Suite 180
Auburn Hills, MI 48326
$225.0 million
AUM
7
Employees
AUM Share
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$225,000,000
Assets under management
193 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 110 $80,000,000 36% $727,273
High net worth individuals 77 $120,000,000 53% $1,558,442
Pension and profit sharing plans 6 $25,000,000 11% $4,166,667
Employees Share
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7
Employees
2
Investment analysts
29% of total employees
AUM per employee Share
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$225,000,000
Assets under management
$32,142,857
AUM per employee
$112,500,000
AUM per investment analyst
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Compensation

Budd, Melone & Co. LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Budd, Melone & Co. LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 288,233
SEC number 801-110640
Legal structure Limited Liability Company
Legal governance Tennessee, United States
Latest ADV filing date May 22, 2020

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