Bellatore Financial, Inc.
Bellatore Financial, Inc. (CRD# 143543) is a financial advisory firm headquartered in San Jose, CA. They manage $319,414,857 in 1,446 accounts and serve the financial needs of clients across 22 states (or territories).
Total Assets Under Management319MILLION
Total Number of Accounts1,446ACCOUNTS
Average Account Value$220,895
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, NC, NH, NM, NY, OH, OR, TX, UT, VA, WI
Jonathan Scheid (CRD# 3150147) is an Investment Advisor Representative working at Bellatore Financial, Inc. in San Jose, CA and has over 18 years of experience in the finance industry.