Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > los angeles > BELMONT CAPITAL GROUP
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 |
More Retirement Planning firms in Los Angeles, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Los Angeles, California