BELZBERG & CO.

589 Fifth Avenue
Suite 1602
New York, New York 10017
Tel: 212-390-9768

About BELZBERG & CO.

BELZBERG & CO, formally registered with the SEC as BELZBERG & CO. The firm was established in 08/20/2021. They have over 1 offices throughout the country.

BELZBERG & CO. is a New York, New York based Financial Planning firm with nearly $1,475,805,807 assets under management, offering retirement planning & investment advisory services to 67 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315114
SEC#	801-122124
Assets Managed by Firm	$1,475,805,807
No. of Clients	67
No. of Advisors	15

Fee Structure

A percentage of AUM
Performance Based
Other (PORTFOLIO COMPANY AND MANAGEMENT FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	67	$1,475,805,807
High net worth individuals	32	$768,500,000

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