500 Damonte Ranch Parkway
Building 700, Unit 700
Reno, Nevada 89521
Tel: 2036293300
BELPOINTE ASSET MANAGEMENT LLC, formally registered with the SEC as BELPOINTE ASSET MANAGEMENT LLC. The firm was established in 06/19/2008. They have over 96 offices throughout the country.
BELPOINTE ASSET MANAGEMENT LLC is a Reno, Nevada based Financial Planning firm with nearly $3,855,302,523 assets under management, offering retirement planning & investment advisory services to 16063 clients. The firm is staffed with 226 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 143440 |
SEC# | 801-69329 |
Assets Managed by Firm | $3,855,302,523 |
No. of Clients | 16063 |
No. of Advisors | 226 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 16063 | $3,855,302,523 |
Individuals (other than high net worth individuals) | 7361 | $1,359,007,642 |
High net worth individuals | 655 | $1,617,628,629 |
Pension and profit sharing plans | 100 | $136,810,842 |
Charitable organizations | 4 | $7,688,129 |
Other investment advisers | 3 | $563,583,501 |
Corporations or other businesses | 57 | $170,583,780 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$21,495,960,000 | 30 | 5 | |
$16,666,770,589 | 127 | 8 | |
$6,107,388,811 | 106443 | 26 | |
$3,423,013,375 | 6588 | 85 | |
$2,795,803,920 | 11436 | 272 |
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