Belpointe Asset Management LLC
Belpointe Asset Management LLC (CRD# 143440) is a financial advisory firm headquartered in Greenwich, CT. They manage $622,580,877 in 2,686 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management623MILLION
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Total Number of Accounts2,686ACCOUNTS
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Average Account Value$231,787
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI
Lisa Elkins (CRD# 6087501) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Stamford, CT and has over 5 years of experience in the finance industry. Lisa Elkins 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.
Thomas Formhals (CRD# 5725333) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Fuquay Varina, NC and has over 8 years of experience in the finance industry. Thomas Formhals 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.
David Kranz (CRD# 5605407) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Jersey City, NJ and has over 9 years of experience in the finance industry. David Kranz 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.
John Lauroesch (CRD# 846612) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Bethesda, MD and has over 38 years of experience in the finance industry.
Elizabeth McFadden (CRD# 2943760) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 17 years of experience in the finance industry. Elizabeth McFadden 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.
David Nelson (CRD# 2173106) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 26 years of experience in the finance industry.
Joseph Schreck (CRD# 5632091) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 9 years of experience in the finance industry. Joseph Schreck 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.
Philip Adams (CRD# 3178067) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Southbury, CT and has over 19 years of experience in the finance industry.
Alfreda Anderson (CRD# 5760505) is an Investment Advisor Representative working at Belpointe Asset Management LLC in San Diego, CA and has over 8 years of experience in the finance industry.
William Anderson (CRD# 5681835) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Bolton, CT and has over 8 years of experience in the finance industry.