Bellatore Financial, Inc.

Bellatore Financial, Inc. (CRD# 143543) is a financial advisory firm headquartered in San Jose, CA. They manage $317,338,515 in 1,283 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    1,283
    ACCOUNTS
  • Average Account Value
    $247,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, NC, NH, NM, NY, OH, OR, TX, UT, VA, WI

Financial Advisors at Bellatore Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan J. Scheid
CRD#: 3150147
1550 The Alameda, Suite 310, San Jose, CA 95126
96
Wealthminder
score

Jonathan Scheid (CRD# 3150147) is an Investment Advisor Representative working at Bellatore Financial, Inc. in San Jose, CA and has over 19 years of experience in the finance industry.

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