Belpointe Asset Management LLC
Belpointe Asset Management LLC (CRD# 143440) is a financial advisory firm headquartered in Greenwich, CT. They manage $300,075,373 in 1,149 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management300MILLION
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Total Number of Accounts1,149ACCOUNTS
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Average Account Value$261,162
- 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)
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, FL, GA, HI, KS, LA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, PA, PR, SC, TX, VA, VT, WI
Thomas Formhals (CRD# 5725333) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Fairfax, VA and has over 7 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.
John Lauroesch (CRD# 846612) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Bethesda, MD and has over 37 years of experience in the finance industry.
David Nelson (CRD# 2173106) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 25 years of experience in the finance industry.
Philip Adams (CRD# 3178067) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Southbury, CT and has over 18 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 7 years of experience in the finance industry.
Peter Barcia (CRD# 1016955) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 14 years of experience in the finance industry.
David Hendershott (CRD# 860966) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Newport Beach, CA and has over 36 years of experience in the finance industry.
Michael Hindman (CRD# 1547811) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Jacksonville, AL and has over 9 years of experience in the finance industry.
Lee Huff (CRD# 1493028) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Newport Beach, CA and has over 17 years of experience in the finance industry.
John James (CRD# 2703517) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Mansfield, TX and has over 20 years of experience in the finance industry.