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 $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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 143440 |
SEC# | 801-69329 |
Assets Managed by Firm | $4,300,001,521 |
No. of Clients | 22446 |
No. of Advisors | 215 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 22446 | $4,300,001,521 |
Individuals (other than high net worth individuals) | 5847 | $1,344,621,527 |
High net worth individuals | 708 | $1,904,859,406 |
Pension and profit sharing plans | 148 | $216,161,730 |
Charitable organizations | 4 | $15,068,648 |
Other investment advisers | 4 | $646,226,038 |
Corporations or other businesses | 58 | $173,064,172 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$17,032,495,600 | 83 | 8 | |
$6,645,705,545 | 99569 | 28 | |
$6,522,387,220 | 16327 | 149 | |
$5,194,180,776 | 21408 | 264 | |
$4,662,466,719 | 28 | 45 |
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