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Home > Retirement Planners > texas > the woodlands > BELLATORE FINANCIAL, INC.
BELLATORE FINANCIAL, INC.
1790 Hughes Landing Blvd
Suite 575
The Woodlands, Texas 77380
Tel: 832-585-0110
About BELLATORE FINANCIAL, INC.
BELLATORE FINANCIAL, INC, formally registered with the SEC as BELLATORE FINANCIAL, INC. The firm was established in 09/04/2007. They have over 1 offices throughout the country.
BELLATORE FINANCIAL, INC. is a The Woodlands, Texas based Financial Planning firm with nearly $513,325,252 assets under management, offering retirement planning & investment advisory services to 1717 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143543 |
| SEC# | 801-68251 |
| Assets Managed by Firm | $513,325,252 |
| No. of Clients | 1717 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1717 | $513,325,252 |
| Individuals (other than high net worth individuals) | 914 | $115,823,956 |
| High net worth individuals | 780 | $391,908,712 |
| Pension and profit sharing plans | 1 | $73,309 |
| Charitable organizations | 11 | $1,959,371 |
| Corporations or other businesses | 11 | $3,559,904 |
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