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Melanie Maria aaltje Rhooms

PAX Financial Group

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About Melanie Maria aaltje Rhooms

Melanie Rhooms is a registered Investment Advisor Representative (IAR) with Pax Financial Group. Melanie is registered in Texas. Melanie has been in the industry since 2009 and has held prior positions at Unicredit Bank AG, TSG Audit and Tax, and Deutsche Bank AG. Melanie is a Series 65 licensed individual and holds a Uniform Investment Adviser Law Examination. Melanie focuses on financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. Pax Financial Group is a Registered Investment Advisor with $600,061,833 in regulatory assets under management. The firm has 4,098 total accounts, all of which are discretionary.

Firm Information

Melanie Rhooms is currently registered with PAX Financial Group. PAX Financial Group, located in San Antonio, Texas, is an independent financial advisor offering a wide range of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and other clients. The firm has a team of 16 Investment Advisor Representatives and 9 licensed agents who manage over $600 million in assets for over 4,000 clients, including both high-net-worth individuals and individuals other than high-net-worth. PAX Financial Group also offers a wrap fee program and participates in a variety of podcasts focused on financial topics.
PAX Financial Group

270 NORTH LOOP 1604 EAST

SAN ANTONIO, TX 78232

$600.06M

Assets Under Management

13

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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podcasts

Podcasts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under pontera advisory

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Melanie Rhooms’s Registration & Firm History

TX

03/01/2021 - Present

PAX Financial Group (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 02/27/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melanie Maria aaltje Rhooms.
Not sure if Melanie Maria aaltje Rhooms is right for you?