Love, Melvin Dale (Longview)

Love, Melvin Dale provides portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Love, Melvin Dale: assets under management

The assets under management (AUM) of Love, Melvin Dale is $23.7 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.89 million in discretionary accounts and $6.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.91 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $88.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Love, Melvin Dale for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Longview

The principal office where Love, Melvin Dale performs its advisory services is located at 1414 16 Th Avenue, Longview, WA 98632, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-425-9345 or by fax 360-425-8243. The normal business hours are 8:30-5:00 on Other. You can find more information about the New York firm at www.mdlafinancial.com.

Registered investment advisers similar to Love, Melvin Dale

• Summers Capital Services
• Samrah Investment Management Company
• Robinson Capital Management
• Shearer And Gray Investment Management
• Webster Investment Services
• Taylor House Investment Management
• Neuenschwander Asset Management
• Crawford Asset Management
• Blue Crane Capital Management
• Coombs Capital Management
• Sharma Sandeep
• Exeter Advisors
• Fairson Management Limited
• Heitzman Advisory Group
• Grubb & Ellis Alesco Global Advisors