Roderick
Meloni
Planning Alternatives LTD
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About this Advisor
Roderick Meloni is a financial advisor based in Birmingham, Michigan, working with Planning Alternatives LTD. Roderick has previously held positions at Wdiv-Tv and Planning Alternatives LTD. Roderick is registered to provide services in Michigan. Currently, Roderick is part of Planning Alternatives LTD, which operates out of Birmingham, Michigan. The firm has 2 offices and 21 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Planning Alternatives LTD includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Planning Alternatives LTD Brokerage Details
$1,155,601,417
21
667
$1,732,536
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Roderick Meloni Work History
Planning Alternatives LTD
Wdiv-Tv
Disclosures
Please visit the SEC profile of Roderick Meloni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planning Alternatives LTD
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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