Belpointe Asset Management LLC

Belpointe Asset Management LLC (CRD# 143440) is a financial advisory firm headquartered in Phoenix, AZ. They manage $1,734,077,859 in 9,666 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,734
    MILLION
  • Total Number of Accounts
    9,666
    ACCOUNTS
  • Average Account Value
    $179,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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.

AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Belpointe Asset Management LLC
Showing 1 - 10 of 117 top financial advisors.
1
Philip C. Adams
CRD#: 3178067
Southbury, CT

Philip Adams (CRD# 3178067) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Southbury, CT and has over 21 years of experience in the finance industry.

2
Pedro L. Alcantara
CRD#: 1289520
887 Johnnie Dodds Blvd, Suite 215, Mount Pleasant, SC 29464

Pedro Alcantara (CRD# 1289520) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Mount Pleasant, SC and has over 4 years of experience in the finance industry.

3
Richard R. Allen
CRD#: 6294572
723 West Randolph, Suite 3, Enid, OK 73703

Richard Allen (CRD# 6294572) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Enid, OK and has over 6 years of experience in the finance industry.

4
William H. Anderson
CRD#: 5681835
125 Greenwich Avenue, 3rd Floor, Greenwich, CT 06830

William Anderson (CRD# 5681835) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 11 years of experience in the finance industry.

5
Daniel R. Angelone
CRD#: 4556930
3010 Post Road, Suite B, Warick, RI 02887

Daniel Angelone (CRD# 4556930) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Warick, RI and has over 18 years of experience in the finance industry.

6
Christina M. Angelone-Gatteri
CRD#: 5415682
3010 Post Road, Suite B, Warick, RI 02887

Christina Angelone-Gatteri (CRD# 5415682) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Warick, RI and has over 12 years of experience in the finance industry. Christina Angelone-Gatteri 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.

7
Rostam K. Atefi
CRD#: 5774433
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Rostam Atefi (CRD# 5774433) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Phoenix, AZ and has over 8 years of experience in the finance industry.

8
Charles E. Balis
CRD#: 11281
125 Greenwich Avenue, 3rd Floor, Greenwich, CT 06830

Charles Balis (CRD# 11281) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 40 years of experience in the finance industry.

9
Peter T. Barcia
CRD#: 1016955
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Peter Barcia (CRD# 1016955) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.

10
Chris C. Belchamber
CRD#: 4654292
Mclean, VA

Chris Belchamber (CRD# 4654292) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Mclean, VA and has over 17 years of experience in the finance industry.

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