RIA Intel›Advisers›MELROE, DAVID JAMES

MELROE, DAVID JAMES

Advisory

N·

Data as of Mar 8, 2012 · Source: SEC Form ADV

Total AUM

$115M

1-Year AUM Growth

+4.5%

3-Year CAGR

+0.3%

Employees

0

Assets Under Management

Total AUM$115M

Discretionary AUM$0

Non-Discretionary AUM$115M

Discretionary %0%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record3

First FilingSep 30, 2010

Latest FilingMar 8, 2012

🔒 Full AUM trend chart and 3 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MELROE, DAVID JAMES

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.