BUDD, MELONE & CO. LLC
CRD #288233 SEC #801-110640 AUBURN HILLS, MI (248) 499-8704
SEC Registered
Total AUM
$225M
Discretionary
$205M
Employees
7
Clients
101
Accounts
193
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2020 | $225M | $205M | $20M | 7 | 0 |
| May 2020 | $225M | $205M | $20M | 7 | 0 |
| Feb 2020 | $225M | $205M | $20M | 7 | 0 |
| Nov 2019 | $173.9M | $154.9M | $19.1M | 4 | 0 |
| Sep 2019 | $173.9M | $154.9M | $19.1M | 4 | 0 |
| Mar 2019 | $173.9M | $154.9M | $19.1M | 4 | 0 |
| Feb 2019 | $173.9M | $154.9M | $19.1M | 4 | 0 |
| Feb 2018 | $176M | $148.4M | $27.6M | 5 | 0 |
| Sep 2017 | $153M | $153M | $0 | 3 | 200 |
| Jun 2017 | $0 | $0 | $0 | 3 | 0 |
| May 2017 | $0 | $0 | $0 | 3 | 0 |
DateSep 2020
Total AUM$225M
Discretionary$205M
Non-Disc.$20M
Employees7
Clients0
DateMay 2020
Total AUM$225M
Discretionary$205M
Non-Disc.$20M
Employees7
Clients0
DateFeb 2020
Total AUM$225M
Discretionary$205M
Non-Disc.$20M
Employees7
Clients0
DateNov 2019
Total AUM$173.9M
Discretionary$154.9M
Non-Disc.$19.1M
Employees4
Clients0
DateSep 2019
Total AUM$173.9M
Discretionary$154.9M
Non-Disc.$19.1M
Employees4
Clients0
DateMar 2019
Total AUM$173.9M
Discretionary$154.9M
Non-Disc.$19.1M
Employees4
Clients0
DateFeb 2019
Total AUM$173.9M
Discretionary$154.9M
Non-Disc.$19.1M
Employees4
Clients0
DateFeb 2018
Total AUM$176M
Discretionary$148.4M
Non-Disc.$27.6M
Employees5
Clients0
DateSep 2017
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees3
Clients200
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0