Love, Melvin Dale is an adviser based in Longview. It manages $23.7 million of regulatory assets for 224 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Oregon and Washington.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.