MELD FINANCIAL, INC. of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 118896). Regulatory assets under management: $776.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Kyle B Whittington | CCO, PRESIDENT, OWNER; MANAGING PARTNER/PRESIDENT | — |
| James Bryan Cornehlsen | PARTNER | — |
| Blake W May | PARTNER | — |
| CORNEHLSEN JAMES BRYAN | PARTNER | — |
| MCGARVEY MARK ALAN | CHAIRMAN; CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER (+3 more) | — |
| BURRIS PATRICIA LYNN | CHIEF OPERATIONS OFFICER; VICE PRESIDENT AND GENERAL MANAGER; VICE PRESIDENT, CORPORATE & RETIREMENT PLAN SERVICE | — |
| WHITTINGTON KYLE B | CCO, PARTNER, PRESIDENT, CLIENT ADVISORY SERVICES; CCO, PARTNER, VICE PRESIDENT, CLIENT ADVISORY SERVICES; CCO, PRESIDENT, OWNER (+2 more) | — |
| CONNOR WILLIAM DRAKE | VICE PRESIDENT, PLANNING | — |
| MAY BLAKE W | PARTNER | — |
| Holly Marie Criss | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| COLUMBUS | GA | 2 | 706-955-1345 |
| COLUMBUS | GA | 2 | 706-955-1345 |
| — | — | 1 | 205-967-4200 |
| — | — | 1 | 205-967-4200 |