BELMONT CAPITAL GROUP

1875 Century Park East
Suite 1780
Los Angeles, California 90067
Tel: 310-203-2670

About BELMONT CAPITAL GROUP

BELMONT CAPITAL GROUP, formally registered with the SEC as BELMONT CAPITAL GROUP. The firm was established in 03/13/2014. They have over 1 offices throughout the country.

BELMONT CAPITAL GROUP is a Los Angeles, California based Financial Planning firm with nearly $589,821,015 assets under management, offering retirement planning & investment advisory services to 208 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154078
SEC#	801-79309
Assets Managed by Firm	$589,821,015
No. of Clients	208
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	208	$589,821,015
Individuals (other than high net worth individuals)	3	$1,253,420
High net worth individuals	107	$428,849,969
Charitable organizations	1	$978,811
Corporations or other businesses	10	$147,039,903

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