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BELPOINTE ASSET MANAGEMENT LLC

500 Damonte Ranch Parkway
Building 700, Unit 700
Reno, Nevada 89521
Tel: 2036293300

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About BELPOINTE ASSET MANAGEMENT LLC

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 $4,300,001,521 assets under management, offering retirement planning & investment advisory services to 22446 clients. The firm is staffed with 215 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#143440
SEC#801-69329
Assets Managed by Firm$4,300,001,521
No. of Clients22446
No. of Advisors215

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total22446$4,300,001,521
Individuals (other than high net worth individuals)5847$1,344,621,527
High net worth individuals708$1,904,859,406
Pension and profit sharing plans148$216,161,730
Charitable organizations4$15,068,648
Other investment advisers4$646,226,038
Corporations or other businesses58$173,064,172

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