BELLEAIR ASSET MANAGEMENT, LLC

259 Indian Rocks Road North
Belleair Bluffs, Florida 33770
Tel: 727-586-3541

About BELLEAIR ASSET MANAGEMENT, LLC

BELLEAIR ASSET MANAGEMENT, LLC, formally registered with the SEC as BELLEAIR ASSET MANAGEMENT, LLC. The firm was established in 12/08/2017. They have over 1 offices throughout the country.

BELLEAIR ASSET MANAGEMENT, LLC is a Belleair Bluffs, Florida based Financial Planning firm with nearly $215,861,068 assets under management, offering retirement planning & investment advisory services to 349 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290882
SEC#	801-112148
Assets Managed by Firm	$215,861,068
No. of Clients	349
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	349	$215,861,068
Individuals (other than high net worth individuals)	79	$29,455,953
High net worth individuals	42	$186,405,115

More Retirement Planning firms in Belleair Bluffs, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Belleair Bluffs, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.