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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#143440
SEC# 801-69329
Assets Managed by Firm $3,855,302,523
No. of Clients 16063
No. of Advisors 226

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total16063$3,855,302,523
Individuals (other than high net worth individuals)7361$1,359,007,642
High net worth individuals655$1,617,628,629
Pension and profit sharing plans100$136,810,842
Charitable organizations4$7,688,129
Other investment advisers3$563,583,501
Corporations or other businesses57$170,583,780
Inquire with BELPOINTE ASSET MANAGEMENT LLC

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