BELPOINTE ASSET MANAGEMENT LLC

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

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 Status	Approved
Firm CRD#	143440
SEC#	801-69329
Assets Managed by Firm	$4,300,001,521
No. of Clients	22446
No. of Advisors	215

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 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

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