Belmont Capital Group
Belmont Capital Group (CRD# 154078) is a financial advisory firm headquartered in Los Angeles, CA. They manage $522,107,769 in 371 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management522MILLION
Total Number of Accounts371ACCOUNTS
Average Account Value$1,407,299
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, NH, NY, TX
Daniel Beckwith (CRD# 4926372) is an Investment Advisor Representative working at Belmont Capital Group in Los Angeles, CA and has over 11 years of experience in the finance industry. Daniel Beckwith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Solaka (CRD# 2645865) is an Investment Advisor Representative working at Belmont Capital Group in Los Angeles, CA and has over 11 years of experience in the finance industry.