Belleair Asset Management, LLC
Belleair Asset Management, LLC (CRD# 290882) is a financial advisory firm headquartered in Belleair Bluffs, FL. They manage $215,861,068 in 349 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Belleair Asset Management, LLC
By the Numbers
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Total Assets Under Management216MILLION
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Total Number of Accounts349ACCOUNTS
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Average Account Value$618,513
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Belleair Asset Management, LLC
1
James Clark (CRD# 1471379) is an Investment Advisor Representative working at Belleair Asset Management, LLC in Belleair Bluffs, FL and has over 27 years of experience in the finance industry.
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