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
259 Indian Rocks Road North, Belleair Bluffs, FL 33770
https://www.belleairam.com/
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Belleair Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Clark, financial advisor Belleair Bluffs FL
James M. Clark
CRD#: 1471379
259 Indian Rocks Road North, Belleair Bluffs, FL 33770

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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