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).

Current Firm Details
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521
https://belpointeasset.com
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 Adams, financial advisor Southbury CT
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 Alcantara, financial advisor Mount Pleasant SC
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 Allen, financial advisor Enid OK
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 Anderson, financial advisor Reno NV
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 Angelone, financial advisor Warwick RI
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 Atefi, financial advisor Reno NV
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 Balis, financial advisor Greenwich CT
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 Barcia, financial advisor Reno NV
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 Berg, financial advisor Reno NV
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 Borough, financial advisor Westlake Village CA
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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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