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).
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Total Assets Under Management1,734MILLION
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Total Number of Accounts9,666ACCOUNTS
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Average Account Value$179,400
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.