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Factor Investing Group CRD 315131
$349M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8 Lyman Street Suite 204, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
309 Cass St Suite 100, Traverse City, MI 49684 • United States
8 Lyman Street Suite 204, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Traverse City | MI | 08/2008 | 11/2020 |
| Old Mission Investment Company, Llc | Traverse City | MI | 11/2021 | 03/2024 |
| Unemployed | Traverse City | MI | 12/2020 | 10/2021 |
| Melfa Wealth Management, Inc. | Traverse City | MI | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-10 |
| S66 | Uniform Combined State Law Examination | 2009-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-08 |
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