Belpointe Asset Management LLC

Belpointe Asset Management LLC (CRD# 143440) is a financial advisory firm headquartered in Reno, NV. They manage $3,357,883,404 in 1,805 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,358
    MILLION
  • Total Number of Accounts
    1,805
    ACCOUNTS
  • Average Account Value
    $1,860,323
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)
  • Educational seminars/workshops
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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Belpointe Asset Management LLC
Showing 1 - 10 of 138 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 23 years of experience in the finance industry.

2
Pedro L. Alcantara
CRD#: 1289520
Mount Pleasant, SC

Pedro Alcantara (CRD# 1289520) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Mount Pleasant, SC and has over 5 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 8 years of experience in the finance industry.

4
William H. Anderson
CRD#: 5681835
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521

William Anderson (CRD# 5681835) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 12 years of experience in the finance industry. William Anderson 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.

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

Daniel Angelone (CRD# 4556930) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Warwick, RI and has over 19 years of experience in the finance industry.

6
Rostam K. Atefi
CRD#: 5774433
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521

Rostam Atefi (CRD# 5774433) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 10 years of experience in the finance industry.

7
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 42 years of experience in the finance industry.

8
Peter T. Barcia
CRD#: 1016955
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521

Peter Barcia (CRD# 1016955) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 19 years of experience in the finance industry.

9
Albert A. Berg
CRD#: 5640255
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521

Albert Berg (CRD# 5640255) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 13 years of experience in the finance industry.

10
Mark A. Borough
CRD#: 1778245
4607 Lakeview Canyon Road, Westlake Village, CA 91361

Mark Borough (CRD# 1778245) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Westlake Village, CA and has over 33 years of experience in the finance industry.

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