We provide comprehensive financial planning and fee-based asset management. All of our planners are CERTIFIED FINANCIAL PLANNER professionals. After a thorough fact finding consultation with the client, we provide a financial plan that evaluates all aspects of a client's financial situation. After we have a complete understanding of the client's needs, we make an investment recommendation taking into account, their tax status, and the fee structure that would be most appropriate for the client relationship.
View Top Employees from Budd, Melone & Co., A Registered Investment Advisory Firm| Website | https://www.buddmelone.com |
| Revenue | $654000 |
| Employees | 3 (0 on RocketReach) |
| Founded | 2009 |
| Address | 3121 University Dr, Ste 180, Auburn Hills, Michigan 48326, US |
| Phone | (248) 499-8704 |
| Fax | (248) 499-8721 |
| Technologies |
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| Industry | Financial Services, Finance, Brokerage, Investment Banking |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Budd, Melone & Co., A Registered Investment Advisory Firm Questions
The Budd, Melone & Co., A Registered Investment Advisory Firm annual revenue was $654000 in 2023.
Budd, Melone & Co., A Registered Investment Advisory Firm is based in Auburn Hills, Michigan.
The NAICS codes for Budd, Melone & Co., A Registered Investment Advisory Firm are [52393, 52, 523, 5239].
The SIC codes for Budd, Melone & Co., A Registered Investment Advisory Firm are [62, 628].
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