Belmont Financial, LLC

Belmont Financial, LLC (CRD# 108234) is a financial advisory firm headquartered in , . They manage $62,010,000 in 254 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $244,134
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Belmont Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael G. Durant
CRD#: 2113971
30 Church St, Ste 320, Belmont, MA 02478
96
Wealthminder
score

Michael Durant (CRD# 2113971) is an Investment Advisor Representative working at Belmont Financial, LLC in Belmont, MA and has over 25 years of experience in the finance industry. Michael Durant 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.

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